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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 | $106,097 | $150,442-29.5% | $136,295-22.2% | $147,585-28.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.28% | 1049.09%-1038.8pp | 5155.97%-5145.7pp | 578.56%-568.3pp |
| Employer contribution / active EE | $13,467 | $5,256+156.2% | $4,695+186.8% | $4,876+176.2% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $18,431 | $10,905+69.0% | $9,243+99.4% | $10,885+69.3% |