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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 | $146,245 | $72,446+101.9% | $67,561+116.5% | $145,877+0.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.49% | 7211.98%-7204.5pp | 3525.44%-3518.0pp | 551.28%-543.8pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,217 | $4,785+155.3% | $4,003+205.2% | $6,691+82.6% |
| Admin fee / account holder | $1,524 | $5,541-72.5% | $4,006-62.0% | $13,402-88.6% |