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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 | $162,775 | $150,445+8.2% | $136,297+19.4% | $147,585+10.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 1.71% | 1049.14%-1047.4pp | 5156.16%-5154.4pp | 578.57%-576.9pp |
| Employer contribution / active EE | $14,972 | $5,256+184.8% | $4,696+218.9% | $4,876+207.0% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $751 | $10,906-93.1% | $9,244-91.9% | $10,885-93.1% |