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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 | $26,230 | $160,028-83.6% | $147,080-82.2% | $145,884-82.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.83% | 98.60%-93.8pp | 420.17%-415.3pp | 551.85%-547.0pp |
| Employer contribution / active EE | $2,651 | $5,286-49.9% | $4,933-46.3% | $4,662-43.2% |
| Participant deferral / active EE | $7,600 | $8,422-9.8% | $8,066-5.8% | $6,690+13.6% |
| Admin fee / account holder | $25,909 | $15,030+72.4% | $12,989+99.5% | $13,392+93.5% |