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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,971 | $160,070-66.3% | $147,117-63.3% | $145,897-63.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.20% | 98.69%-95.5pp | 420.54%-417.3pp | 552.29%-549.1pp |
| Employer contribution / active EE | $5,033 | $5,285-4.8% | $4,932+2.0% | $4,663+7.9% |
| Participant deferral / active EE | $18,933 | $8,419+124.9% | $8,065+134.8% | $6,689+183.0% |
| Admin fee / account holder | $9,956 | $15,035-33.8% | $12,993-23.4% | $13,390-25.6% |