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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 | $211,525 | $150,447+40.6% | $136,298+55.2% | $147,586+43.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.16% | 1049.15%-1040.0pp | 5156.27%-5147.1pp | 578.59%-569.4pp |
| Employer contribution / active EE | $2,343 | $5,256-55.4% | $4,696-50.1% | $4,876-51.9% |
| Participant deferral / active EE | $20,500 | $6,631+209.2% | $6,247+228.1% | $5,439+276.9% |
| Admin fee / account holder | $10,178 | $10,906-6.7% | $9,244+10.1% | $10,886-6.5% |