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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 | $82,894 | $159,978-48.2% | $147,041-43.6% | $145,978-43.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.47% | 98.36%-94.9pp | 419.21%-415.7pp | 550.52%-547.1pp |
| Employer contribution / active EE | $2,709 | $5,288-48.8% | $4,935-45.1% | $4,662-41.9% |
| Participant deferral / active EE | $2,694 | $8,429-68.0% | $8,071-66.6% | $6,690-59.7% |
| Admin fee / account holder | $185,929 | $15,053+1135.1% | $13,006+1329.5% | $13,400+1287.5% |