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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 | $151,617 | $77,157+96.5% | $108,405+39.9% | $85,851+76.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 12.02% | 44.55%-32.5pp | 905.55%-893.5pp | 318.63%-306.6pp |
| Employer contribution / active EE | $6,002 | $2,379+152.2% | $3,559+68.6% | $2,565+133.9% |
| Participant deferral / active EE | $0 | $5,567-100.0% | $6,563-100.0% | $3,952-100.0% |
| Admin fee / account holder | $32,962 | $5,174+537.1% | $7,297+351.7% | $6,261+426.5% |