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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 | $219,785 | $109,905+100.0% | $98,506+123.1% | $167,553+31.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 6.27% | 1960.20%-1953.9pp | 1494.92%-1488.6pp | 478.89%-472.6pp |
| Employer contribution / active EE | $22,670 | $3,226+602.7% | $2,961+665.5% | $4,840+368.4% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $10,040 | $6,760+48.5% | $5,955+68.6% | $12,316-18.5% |