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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 | $72,403+93.3% | $67,524+107.3% | $145,978-4.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.12% | 7197.23%-7188.1pp | 3519.41%-3510.3pp | 550.52%-541.4pp |
| Employer contribution / active EE | $3,022 | $3,072-1.6% | $2,734+10.5% | $4,662-35.2% |
| Participant deferral / active EE | $1,445 | $4,782-69.8% | $4,001-63.9% | $6,690-78.4% |
| Admin fee / account holder | $4,142 | $5,541-25.3% | $4,001+3.5% | $13,400-69.1% |