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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 | $156,682 | $171,867-8.8% | $149,721+4.6% | $147,586+6.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 6.86% | 2113.36%-2106.5pp | 1501.67%-1494.8pp | 578.59%-571.7pp |
| Employer contribution / active EE | $1,975 | $6,275-68.5% | $5,444-63.7% | $4,876-59.5% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $26,100 | $13,799+89.1% | $11,282+131.3% | $10,886+139.8% |