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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 | $138,375 | $107,363+28.9% | $92,909+48.9% | $152,897-9.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 1.80% | 145.63%-143.8pp | 109.44%-107.6pp | 345.43%-343.6pp |
| Employer contribution / active EE | $11,302 | $4,222+167.7% | $3,653+209.3% | $4,764+137.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $33,527 | $7,082+373.4% | $5,795+478.5% | $11,599+189.0% |