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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 | $67,572 | $109,872-38.5% | $98,483-31.4% | $167,536-59.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 6.05% | 1959.31%-1953.3pp | 1494.38%-1488.3pp | 478.82%-472.8pp |
| Employer contribution / active EE | $5,517 | $3,225+71.1% | $2,961+86.3% | $4,839+14.0% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,307 | $6,757-80.7% | $5,953-78.1% | $12,315-89.4% |