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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 | $237,731 | $150,447+58.0% | $136,298+74.4% | $147,586+61.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.19% | 1049.15%-1041.0pp | 5156.27%-5148.1pp | 578.59%-570.4pp |
| Employer contribution / active EE | $15,440 | $5,256+193.7% | $4,696+228.8% | $4,876+216.6% |
| Participant deferral / active EE | $5,518 | $6,631-16.8% | $6,247-11.7% | $5,439+1.4% |
| Admin fee / account holder | $40,804 | $10,906+274.1% | $9,244+341.4% | $10,886+274.8% |