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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 | $129,061 | $160,028-19.4% | $147,080-12.3% | $145,884-11.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.22% | 98.60%-94.4pp | 420.17%-415.9pp | 551.85%-547.6pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,000 | $8,422-64.4% | $8,066-62.8% | $6,690-55.2% |
| Admin fee / account holder | $42,605 | $15,030+183.5% | $12,989+228.0% | $13,392+218.1% |