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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 | $84,712 | $150,447-43.7% | $136,298-37.8% | $147,586-42.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.87% | 1049.15%-1048.3pp | 5156.27%-5155.4pp | 578.59%-577.7pp |
| Employer contribution / active EE | $29,063 | $5,256+452.9% | $4,696+518.9% | $4,876+496.0% |
| Participant deferral / active EE | $8,500 | $6,631+28.2% | $6,247+36.1% | $5,439+56.3% |
| Admin fee / account holder | $412 | $10,906-96.2% | $9,244-95.5% | $10,886-96.2% |