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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 | $145,454 | $202,342-28.1% | $172,753-15.8% | $152,909-4.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.51% | 1029.88%-1026.4pp | 803.00%-799.5pp | 345.46%-342.0pp |
| Employer contribution / active EE | $2,773 | $5,857-52.7% | $5,144-46.1% | $4,764-41.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $555 | $17,112-96.8% | $13,956-96.0% | $11,601-95.2% |