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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 | $107,592 | $171,865-37.4% | $149,718-28.1% | $147,585-27.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.95% | 2113.29%-2104.3pp | 1501.67%-1492.7pp | 578.56%-569.6pp |
| Employer contribution / active EE | $21,085 | $6,275+236.0% | $5,445+287.3% | $4,876+332.4% |
| Participant deferral / active EE | $12,000 | $7,270+65.1% | $6,569+82.7% | $5,439+120.6% |
| Admin fee / account holder | $24,494 | $13,799+77.5% | $11,283+117.1% | $10,885+125.0% |