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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 | $87,354 | $72,465+20.5% | $67,575+29.3% | $145,884-40.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 8.84% | 7222.56%-7213.7pp | 3528.98%-3520.1pp | 551.85%-543.0pp |
| Employer contribution / active EE | $4,979 | $3,074+62.0% | $2,736+82.0% | $4,662+6.8% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,960 | $5,515-64.5% | $3,993-50.9% | $13,392-85.4% |