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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 | $59,824 | $99,011-39.6% | $86,582-30.9% | $147,586-59.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 5.20% | 1312.75%-1307.5pp | 965.08%-959.9pp | 578.59%-573.4pp |
| Employer contribution / active EE | $6,052 | $3,132+93.2% | $2,839+113.1% | $4,876+24.1% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $655 | $5,709-88.5% | $4,904-86.7% | $10,886-94.0% |