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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 | $156,395 | $171,867-9.0% | $149,721+4.5% | $147,586+6.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | -6.05% | 2113.36%-2119.4pp | 1501.67%-1507.7pp | 578.59%-584.6pp |
| Employer contribution / active EE | $26,338 | $6,275+319.7% | $5,444+383.8% | $4,876+440.1% |
| Participant deferral / active EE | $7,280 | $7,270+0.1% | $6,568+10.8% | $5,439+33.9% |
| Admin fee / account holder | $15,769 | $13,799+14.3% | $11,282+39.8% | $10,886+44.9% |