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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 | $81,726 | $160,040-48.9% | $147,096-44.4% | $145,877-44.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.56% | 98.49%-89.9pp | 419.75%-411.2pp | 551.28%-542.7pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $18,460 | $8,429+119.0% | $8,071+128.7% | $6,691+175.9% |
| Admin fee / account holder | $38,823 | $15,050+158.0% | $13,005+198.5% | $13,402+189.7% |