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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 | $83,902 | $96,678-13.2% | $86,640-3.2% | $139,466-39.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 9.29% | 106.69%-97.4pp | 592.52%-583.2pp | 373.66%-364.4pp |
| Employer contribution / active EE | $12,025 | $3,265+268.2% | $3,024+297.6% | $4,754+152.9% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $235,985 | $6,410+3581.6% | $5,616+4102.2% | $11,409+1968.5% |