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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 | $146,323 | $169,336-13.6% | $129,384+13.1% | $145,884+0.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.78% | 14408.70%-14401.9pp | 9461.77%-9455.0pp | 551.85%-545.1pp |
| Employer contribution / active EE | $1,936 | $5,540-65.1% | $4,153-53.4% | $4,662-58.5% |
| Participant deferral / active EE | $9,817 | $4,985+96.9% | $4,166+135.7% | $6,690+46.7% |
| Admin fee / account holder | $718,343 | $9,912+7147.0% | $7,686+9246.4% | $13,392+5264.0% |