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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 | $66,559 | $150,447-55.8% | $136,298-51.2% | $147,586-54.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 1.51% | 1049.15%-1047.6pp | 5156.27%-5154.8pp | 578.59%-577.1pp |
| Employer contribution / active EE | $8,646 | $5,256+64.5% | $4,696+84.1% | $4,876+77.3% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $30,488 | $10,906+179.5% | $9,244+229.8% | $10,886+180.1% |