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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 | $133,074 | $100,938+31.8% | $90,461+47.1% | $158,982-16.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.10% | 1727.20%-1726.1pp | 1294.76%-1293.7pp | 302.99%-301.9pp |
| Employer contribution / active EE | $14,055 | $3,691+280.8% | $3,264+330.6% | $4,763+195.1% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $24,000 | $6,510+268.7% | $5,617+327.3% | $11,252+113.3% |