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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 | $50,608 | $90,614-44.2% | $76,089-33.5% | $145,877-65.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 3.68% | 623.80%-620.1pp | 360.94%-357.3pp | 551.28%-547.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,362 | $5,168+23.1% | $4,259+49.4% | $6,691-4.9% |
| Admin fee / account holder | $48,806 | $8,376+482.7% | $6,418+660.5% | $13,402+264.2% |