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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 | $96,902 | $176,105-45.0% | $159,474-39.2% | $167,536-42.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.38% | 331.91%-331.5pp | 263.68%-263.3pp | 478.82%-478.4pp |
| Employer contribution / active EE | $33,478 | $5,299+531.8% | $4,831+593.0% | $4,839+591.8% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $12,876 | $12,559+2.5% | $10,802+19.2% | $12,315+4.6% |