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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 | $29,072 | $99,011-70.6% | $86,582-66.4% | $147,586-80.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.61% | 1312.75%-1305.1pp | 965.08%-957.5pp | 578.59%-571.0pp |
| Employer contribution / active EE | $3,333 | $3,132+6.4% | $2,839+17.4% | $4,876-31.6% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,564 | $5,709-55.1% | $4,904-47.7% | $10,886-76.5% |