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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 | $52,609 | $144,130-63.5% | $117,861-55.4% | $147,586-64.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 5.23% | 531.20%-526.0pp | 335.11%-329.9pp | 578.59%-573.4pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,500 | $5,316-15.4% | $4,482+0.4% | $5,439-17.3% |
| Admin fee / account holder | $1,246 | $10,887-88.6% | $8,021-84.5% | $10,886-88.6% |