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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 | $90,843 | $160,070-43.2% | $147,117-38.3% | $145,897-37.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.60% | 98.69%-94.1pp | 420.54%-415.9pp | 552.29%-547.7pp |
| Employer contribution / active EE | $22,091 | $5,285+318.0% | $4,932+347.9% | $4,663+373.8% |
| Participant deferral / active EE | $13,497 | $8,419+60.3% | $8,065+67.4% | $6,689+101.8% |
| Admin fee / account holder | $147,183 | $15,035+878.9% | $12,993+1032.8% | $13,390+999.2% |