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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 | $153,537 | $150,447+2.1% | $136,298+12.6% | $147,586+4.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.46% | 1049.15%-1040.7pp | 5156.27%-5147.8pp | 578.59%-570.1pp |
| Employer contribution / active EE | $2,153 | $5,256-59.0% | $4,696-54.1% | $4,876-55.8% |
| Participant deferral / active EE | $6,346 | $6,631-4.3% | $6,247+1.6% | $5,439+16.7% |
| Admin fee / account holder | $577 | $10,906-94.7% | $9,244-93.8% | $10,886-94.7% |