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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 | $88,778+60.0% | $81,844+73.6% | $145,884-2.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.33% | 1033.03%-1023.7pp | 778.87%-769.5pp | 551.85%-542.5pp |
| Employer contribution / active EE | $18,400 | $3,087+496.1% | $2,916+530.9% | $4,662+294.7% |
| Participant deferral / active EE | $9,470 | $4,648+103.7% | $4,323+119.0% | $6,690+41.6% |
| Admin fee / account holder | $80,559 | $8,430+855.6% | $7,355+995.2% | $13,392+501.5% |