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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 | $142,324 | $183,988-22.6% | $162,177-12.2% | $152,897-6.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 2.03% | 150.79%-148.8pp | 115.60%-113.6pp | 345.43%-343.4pp |
| Employer contribution / active EE | $10,159 | $6,370+59.5% | $5,613+81.0% | $4,764+113.3% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $60,606 | $13,123+361.8% | $10,843+458.9% | $11,599+422.5% |