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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 | $172,001 | $202,342-15.0% | $172,752-0.4% | $152,897+12.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.90% | 1029.83%-1025.9pp | 802.97%-799.1pp | 345.43%-341.5pp |
| Employer contribution / active EE | $9,282 | $5,858+58.4% | $5,144+80.4% | $4,764+94.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $190,436 | $17,111+1012.9% | $13,955+1264.6% | $11,599+1541.8% |