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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 | $85,442 | $150,447-43.2% | $136,298-37.3% | $147,586-42.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.89% | 1049.15%-1042.3pp | 5156.27%-5149.4pp | 578.59%-571.7pp |
| Employer contribution / active EE | $4,363 | $5,256-17.0% | $4,696-7.1% | $4,876-10.5% |
| Participant deferral / active EE | $4,905 | $6,631-26.0% | $6,247-21.5% | $5,439-9.8% |
| Admin fee / account holder | $52,321 | $10,906+379.7% | $9,244+466.0% | $10,886+380.6% |