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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 | $154,056 | $150,447+2.4% | $136,298+13.0% | $147,586+4.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.48% | 1049.15%-1041.7pp | 5156.27%-5148.8pp | 578.59%-571.1pp |
| Employer contribution / active EE | $7,130 | $5,256+35.6% | $4,696+51.8% | $4,876+46.2% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $926 | $10,906-91.5% | $9,244-90.0% | $10,886-91.5% |