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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 | $112,683 | $176,077-36.0% | $159,455-29.3% | $167,518-32.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.45% | 331.83%-327.4pp | 263.63%-259.2pp | 478.71%-474.3pp |
| Employer contribution / active EE | $2,000 | $5,298-62.3% | $4,830-58.6% | $4,838-58.7% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,555 | $12,556-55.8% | $10,800-48.6% | $12,312-54.9% |