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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 | $146,192 | $202,342-27.8% | $172,753-15.4% | $152,909-4.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 4.07% | 1029.88%-1025.8pp | 803.00%-798.9pp | 345.46%-341.4pp |
| Employer contribution / active EE | $10,833 | $5,857+85.0% | $5,144+110.6% | $4,764+127.4% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $64,297 | $17,112+275.8% | $13,956+360.7% | $11,601+454.3% |