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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 | $69,794 | $159,934-56.4% | $147,005-52.5% | $145,959-52.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 1.30% | 98.24%-96.9pp | 418.76%-417.5pp | 561.95%-560.7pp |
| Employer contribution / active EE | $5,884 | $5,287+11.3% | $4,934+19.2% | $4,661+26.2% |
| Participant deferral / active EE | $5,489 | $8,427-34.9% | $8,070-32.0% | $6,689-17.9% |
| Admin fee / account holder | $526,546 | $15,053+3397.9% | $13,006+3948.4% | $13,398+3830.1% |