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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 | $29,726 | $160,028-81.4% | $147,080-79.8% | $145,884-79.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.93% | 98.60%-94.7pp | 420.17%-416.2pp | 551.85%-547.9pp |
| Employer contribution / active EE | $4,731 | $5,286-10.5% | $4,933-4.1% | $4,662+1.5% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $15,921 | $15,030+5.9% | $12,989+22.6% | $13,392+18.9% |