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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 | $127,896 | $171,867-25.6% | $149,721-14.6% | $147,586-13.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 0.07% | 2113.36%-2113.3pp | 1501.67%-1501.6pp | 578.59%-578.5pp |
| Employer contribution / active EE | $9,136 | $6,275+45.6% | $5,444+67.8% | $4,876+87.4% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $865 | $13,799-93.7% | $11,282-92.3% | $10,886-92.1% |