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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 | $56,765 | $180,749-68.6% | $160,784-64.7% | $137,256-58.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 0.94% | 2234.46%-2233.5pp | 1803.92%-1803.0pp | 220.34%-219.4pp |
| Employer contribution / active EE | $2,941 | $4,155-29.2% | $3,733-21.2% | $4,156-29.2% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,790 | $10,397-82.8% | $9,717-81.6% | $12,270-85.4% |