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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 | $189,287 | $176,688+7.1% | $130,660+44.9% | $152,885+23.8% |
| Participation rate | 90.0% | 79.0%+11.0pp | 71.7%+18.3pp | 82.5%+7.5pp |
| Annual return | -0.01% | 2693.08%-2693.1pp | 1709.29%-1709.3pp | 345.39%-345.4pp |
| Employer contribution / active EE | $4,870 | $5,743-15.2% | $4,092+19.0% | $4,763+2.2% |
| Participant deferral / active EE | $7,235 | $4,362+65.9% | $3,603+100.8% | $5,851+23.7% |
| Admin fee / account holder | $29,545 | $7,131+314.3% | $5,463+440.8% | $11,598+154.7% |