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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 | $141,582 | $160,070-11.6% | $147,117-3.8% | $145,897-3.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.11% | 98.69%-95.6pp | 420.54%-417.4pp | 552.29%-549.2pp |
| Employer contribution / active EE | $62,035 | $5,285+1073.9% | $4,932+1157.7% | $4,663+1230.5% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $46,863 | $15,035+211.7% | $12,993+260.7% | $13,390+250.0% |