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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 | $39,155 | $102,595-61.8% | $94,057-58.4% | $154,746-74.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 5.88% | 583.42%-577.5pp | 480.62%-474.7pp | 172.34%-166.5pp |
| Employer contribution / active EE | $1,667 | $3,147-47.0% | $2,933-43.2% | $4,379-61.9% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $527 | $7,736-93.2% | $7,244-92.7% | $14,365-96.3% |