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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 | $88,254 | $114,093-22.6% | $96,171-8.2% | $167,536-47.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 5.15% | 190.00%-184.8pp | 192.04%-186.9pp | 478.82%-473.7pp |
| Employer contribution / active EE | $21,864 | $3,429+537.5% | $2,799+681.2% | $4,839+351.8% |
| Participant deferral / active EE | $20,046 | $5,197+285.8% | $4,350+360.8% | $6,342+216.1% |
| Admin fee / account holder | $1,268 | $6,899-81.6% | $5,538-77.1% | $12,315-89.7% |