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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 | $142,045 | $88,815+59.9% | $81,882+73.5% | $145,897-2.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.33% | 1033.75%-1024.4pp | 779.47%-770.1pp | 552.29%-543.0pp |
| Employer contribution / active EE | $18,400 | $3,086+496.2% | $2,916+531.0% | $4,663+294.6% |
| Participant deferral / active EE | $9,470 | $4,647+103.8% | $4,323+119.1% | $6,689+41.6% |
| Admin fee / account holder | $80,559 | $8,434+855.1% | $7,360+994.6% | $13,390+501.6% |