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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 | $129,783 | $102,595+26.5% | $94,057+38.0% | $154,746-16.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 6.22% | 583.42%-577.2pp | 480.62%-474.4pp | 172.34%-166.1pp |
| Employer contribution / active EE | $4,213 | $3,147+33.9% | $2,933+43.6% | $4,379-3.8% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $7,500 | $7,736-3.1% | $7,244+3.5% | $14,365-47.8% |