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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 | $37,958 | $150,445-74.8% | $136,297-72.2% | $147,585-74.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.24% | 1049.14%-1042.9pp | 5156.16%-5149.9pp | 578.57%-572.3pp |
| Employer contribution / active EE | $16,830 | $5,256+220.2% | $4,696+258.4% | $4,876+245.1% |
| Participant deferral / active EE | $10,932 | $6,631+64.9% | $6,247+75.0% | $5,439+101.0% |
| Admin fee / account holder | $2,074 | $10,906-81.0% | $9,244-77.6% | $10,885-80.9% |