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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 | $147,957 | $150,447-1.7% | $136,298+8.6% | $147,586+0.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.91% | 1049.15%-1042.2pp | 5156.27%-5149.4pp | 578.59%-571.7pp |
| Employer contribution / active EE | $3,333 | $5,256-36.6% | $4,696-29.0% | $4,876-31.6% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,711 | $10,906-1.8% | $9,244+15.9% | $10,886-1.6% |