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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 | $71,066 | $159,934-55.6% | $147,005-51.7% | $145,959-51.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.42% | 98.24%-94.8pp | 418.76%-415.3pp | 561.95%-558.5pp |
| Employer contribution / active EE | $12,435 | $5,287+135.2% | $4,934+152.0% | $4,661+166.8% |
| Participant deferral / active EE | $14,745 | $8,427+75.0% | $8,070+82.7% | $6,689+120.5% |
| Admin fee / account holder | $34,480 | $15,053+129.1% | $13,006+165.1% | $13,398+157.4% |