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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 | $50,931 | $160,070-68.2% | $147,117-65.4% | $145,897-65.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.30% | 98.69%-95.4pp | 420.54%-417.2pp | 552.29%-549.0pp |
| Employer contribution / active EE | $3,984 | $5,285-24.6% | $4,932-19.2% | $4,663-14.6% |
| Participant deferral / active EE | $5,065 | $8,419-39.8% | $8,065-37.2% | $6,689-24.3% |
| Admin fee / account holder | $378 | $15,035-97.5% | $12,993-97.1% | $13,390-97.2% |