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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 | $153,253 | $183,988-16.7% | $162,177-5.5% | $152,897+0.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 2.04% | 150.79%-148.7pp | 115.60%-113.6pp | 345.43%-343.4pp |
| Employer contribution / active EE | $13,754 | $6,370+115.9% | $5,613+145.0% | $4,764+188.7% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $637,742 | $13,123+4759.7% | $10,843+5781.4% | $11,599+5398.1% |