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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 | $98,910 | $175,257-43.6% | $149,717-33.9% | $139,456-29.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.20% | 166.70%-163.5pp | 134.41%-131.2pp | 373.45%-370.2pp |
| Employer contribution / active EE | $7,619 | $5,477+39.1% | $4,820+58.1% | $4,753+60.3% |
| Participant deferral / active EE | $3,263 | $6,521-50.0% | $5,682-42.6% | $6,711-51.4% |
| Admin fee / account holder | $76,826 | $16,156+375.5% | $13,213+481.5% | $11,407+573.5% |