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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 | $122,310 | $150,447-18.7% | $136,298-10.3% | $147,586-17.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.70% | 1049.15%-1041.5pp | 5156.27%-5148.6pp | 578.59%-570.9pp |
| Employer contribution / active EE | $8,987 | $5,256+71.0% | $4,696+91.4% | $4,876+84.3% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $33,419 | $10,906+206.4% | $9,244+261.5% | $10,886+207.0% |