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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 | $141,640 | $96,691+46.5% | $86,656+63.5% | $139,487+1.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 1.98% | 106.87%-104.9pp | 593.09%-591.1pp | 373.84%-371.9pp |
| Employer contribution / active EE | $10,000 | $3,267+206.1% | $3,025+230.5% | $4,755+110.3% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $3,873 | $6,414-39.6% | $5,619-31.1% | $11,407-66.0% |