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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 | $173,751 | $150,442+15.5% | $136,295+27.5% | $147,585+17.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.17% | 1049.09%-1042.9pp | 5155.97%-5149.8pp | 578.56%-572.4pp |
| Employer contribution / active EE | $8,169 | $5,256+55.4% | $4,695+74.0% | $4,876+67.5% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,307 | $10,905-60.5% | $9,243-53.4% | $10,885-60.4% |