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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 | $200,753 | $159,978+25.5% | $147,041+36.5% | $145,978+37.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.16% | 98.36%-95.2pp | 419.21%-416.0pp | 550.52%-547.4pp |
| Employer contribution / active EE | $3,267 | $5,288-38.2% | $4,935-33.8% | $4,662-29.9% |
| Participant deferral / active EE | $21,481 | $8,429+154.9% | $8,071+166.2% | $6,690+221.1% |
| Admin fee / account holder | $128,691 | $15,053+754.9% | $13,006+889.5% | $13,400+860.4% |