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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 | $206,394 | $104,520+97.5% | $76,823+168.7% | $152,885+35.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 1.97% | 1014.03%-1012.1pp | 1166.42%-1164.5pp | 345.39%-343.4pp |
| Employer contribution / active EE | $10,000 | $3,117+220.8% | $2,302+334.4% | $4,763+109.9% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,336-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,073 | $12,283-58.7% | $6,422-21.0% | $11,598-56.3% |