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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 | $52,094 | $184,000-71.7% | $162,185-67.9% | $152,909-65.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 1.88% | 150.80%-148.9pp | 115.61%-113.7pp | 345.46%-343.6pp |
| Employer contribution / active EE | $15,069 | $6,370+136.6% | $5,613+168.5% | $4,764+216.3% |
| Participant deferral / active EE | $9,639 | $8,033+20.0% | $7,297+32.1% | $5,851+64.7% |
| Admin fee / account holder | $2,498 | $13,124-81.0% | $10,844-77.0% | $11,601-78.5% |