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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 | $90,000 | $112,131-19.7% | $95,964-6.2% | $158,982-43.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 3.15% | 171.19%-168.0pp | 91.64%-88.5pp | 302.99%-299.8pp |
| Employer contribution / active EE | $20,138 | $3,199+529.5% | $2,541+692.4% | $4,763+322.8% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $17,141 | $10,136+69.1% | $6,797+152.2% | $11,252+52.3% |