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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 | $160,040-40.9% | $147,096-35.7% | $145,877-35.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 1.75% | 98.49%-96.7pp | 419.75%-418.0pp | 551.28%-549.5pp |
| Employer contribution / active EE | $12,012 | $5,289+127.1% | $4,936+143.3% | $4,663+157.6% |
| Participant deferral / active EE | $11,272 | $8,429+33.7% | $8,071+39.7% | $6,691+68.5% |
| Admin fee / account holder | $172,180 | $15,050+1044.1% | $13,005+1223.9% | $13,402+1184.7% |