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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 | $58,264 | $160,028-63.6% | $147,080-60.4% | $145,884-60.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 0.40% | 98.60%-98.2pp | 420.17%-419.8pp | 551.85%-551.4pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,249 | $8,422-2.1% | $8,066+2.3% | $6,690+23.3% |
| Admin fee / account holder | $6,146 | $15,030-59.1% | $12,989-52.7% | $13,392-54.1% |