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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 | $104,999 | $184,000-42.9% | $162,185-35.3% | $152,909-31.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | -0.70% | 150.80%-151.5pp | 115.61%-116.3pp | 345.46%-346.2pp |
| Employer contribution / active EE | $4,800 | $6,370-24.6% | $5,613-14.5% | $4,764+0.8% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $178,575 | $13,124+1260.7% | $10,844+1546.8% | $11,601+1439.3% |