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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 | $135,664 | $160,028-15.2% | $147,080-7.8% | $145,884-7.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.63% | 98.60%-94.0pp | 420.17%-415.5pp | 551.85%-547.2pp |
| Employer contribution / active EE | $35,379 | $5,286+569.3% | $4,933+617.2% | $4,662+658.8% |
| Participant deferral / active EE | $21,333 | $8,422+153.3% | $8,066+164.5% | $6,690+218.9% |
| Admin fee / account holder | $543,957 | $15,030+3519.1% | $12,989+4087.9% | $13,392+3961.9% |