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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 | $98,275 | $198,457-50.5% | $170,435-42.3% | $147,586-33.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.04% | 257.30%-253.3pp | 205.94%-201.9pp | 578.59%-574.6pp |
| Employer contribution / active EE | $18,453 | $6,183+198.4% | $5,432+239.7% | $4,876+278.4% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $70,000 | $16,852+315.4% | $13,881+404.3% | $10,886+543.0% |