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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 | $94,616 | $160,070-40.9% | $147,117-35.7% | $145,897-35.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 1.75% | 98.69%-96.9pp | 420.54%-418.8pp | 552.29%-550.5pp |
| Employer contribution / active EE | $12,012 | $5,285+127.3% | $4,932+143.5% | $4,663+157.6% |
| Participant deferral / active EE | $11,272 | $8,419+33.9% | $8,065+39.8% | $6,689+68.5% |
| Admin fee / account holder | $172,180 | $15,035+1045.2% | $12,993+1225.2% | $13,390+1185.8% |