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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 | $36,432 | $226,135-83.9% | $182,558-80.0% | $152,909-76.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 2.87% | 192.60%-189.7pp | 148.59%-145.7pp | 345.46%-342.6pp |
| Employer contribution / active EE | $4,783 | $4,979-3.9% | $4,076+17.3% | $4,764+0.4% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,826 | $10,707-82.9% | $8,594-78.8% | $11,601-84.3% |