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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 | $95,072 | $160,070-40.6% | $147,117-35.4% | $145,897-34.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.81% | 98.69%-92.9pp | 420.54%-414.7pp | 552.29%-546.5pp |
| Employer contribution / active EE | $1,907 | $5,285-63.9% | $4,932-61.3% | $4,663-59.1% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $23,085 | $15,035+53.5% | $12,993+77.7% | $13,390+72.4% |