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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 | $244,871 | $150,447+62.8% | $136,298+79.7% | $147,586+65.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 2.07% | 1049.15%-1047.1pp | 5156.27%-5154.2pp | 578.59%-576.5pp |
| Employer contribution / active EE | $30,000 | $5,256+470.7% | $4,696+538.9% | $4,876+515.2% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $507 | $10,906-95.4% | $9,244-94.5% | $10,886-95.3% |