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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 | $54,774 | $159,978-65.8% | $147,041-62.7% | $145,978-62.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.44% | 98.36%-92.9pp | 419.21%-413.8pp | 550.52%-545.1pp |
| Employer contribution / active EE | $5,556 | $5,288+5.1% | $4,935+12.6% | $4,662+19.2% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $420 | $15,053-97.2% | $13,006-96.8% | $13,400-96.9% |