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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 | $85,261 | $169,361-49.7% | $129,397-34.1% | $145,877-41.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 3.04% | 14395.54%-14392.5pp | 9453.98%-9450.9pp | 551.28%-548.2pp |
| Employer contribution / active EE | $16,350 | $5,542+195.0% | $4,154+293.6% | $4,663+250.6% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $120,121 | $9,903+1113.0% | $7,679+1464.3% | $13,402+796.3% |