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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 | $106,368 | $150,442-29.3% | $136,295-22.0% | $147,585-27.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.65% | 1049.09%-1039.4pp | 5155.97%-5146.3pp | 578.56%-568.9pp |
| Employer contribution / active EE | $5,633 | $5,256+7.2% | $4,695+20.0% | $4,876+15.5% |
| Participant deferral / active EE | $3,590 | $6,630-45.9% | $6,247-42.5% | $5,439-34.0% |
| Admin fee / account holder | $4,393 | $10,905-59.7% | $9,243-52.5% | $10,885-59.6% |