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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 | $152,925 | $76,368+100.2% | $67,681+125.9% | $154,746-1.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 5.68% | 1066.77%-1061.1pp | 590.58%-584.9pp | 172.34%-166.7pp |
| Employer contribution / active EE | $22,109 | $3,151+601.6% | $2,678+725.5% | $4,379+404.9% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $120,940 | $8,559+1312.9% | $6,100+1882.7% | $14,365+741.9% |