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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 | $139,980 | $72,465+93.2% | $67,575+107.1% | $145,884-4.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.12% | 7222.56%-7213.4pp | 3528.98%-3519.9pp | 551.85%-542.7pp |
| Employer contribution / active EE | $3,022 | $3,074-1.7% | $2,736+10.5% | $4,662-35.2% |
| Participant deferral / active EE | $1,445 | $4,786-69.8% | $4,003-63.9% | $6,690-78.4% |
| Admin fee / account holder | $4,142 | $5,515-24.9% | $3,993+3.7% | $13,392-69.1% |