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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 | $159,408 | $209,428-23.9% | $178,498-10.7% | $158,950+0.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.62% | 188.78%-188.2pp | 151.09%-150.5pp | 302.91%-302.3pp |
| Employer contribution / active EE | $21,282 | $5,707+272.9% | $5,011+324.7% | $4,762+346.9% |
| Participant deferral / active EE | $6,500 | $5,955+9.2% | $5,202+25.0% | $5,983+8.6% |
| Admin fee / account holder | $204,978 | $17,077+1100.3% | $13,985+1365.7% | $11,248+1722.3% |