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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 | $160,040-56.4% | $147,096-52.6% | $145,877-52.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 1.30% | 98.49%-97.2pp | 419.75%-418.5pp | 551.28%-550.0pp |
| Employer contribution / active EE | $5,884 | $5,289+11.2% | $4,936+19.2% | $4,663+26.2% |
| Participant deferral / active EE | $5,489 | $8,429-34.9% | $8,071-32.0% | $6,691-18.0% |
| Admin fee / account holder | $526,546 | $15,050+3398.7% | $13,005+3948.7% | $13,402+3828.8% |