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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 | $165,044 | $150,447+9.7% | $136,298+21.1% | $147,586+11.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.02% | 1049.15%-1040.1pp | 5156.27%-5147.2pp | 578.59%-569.6pp |
| Employer contribution / active EE | $12,729 | $5,256+142.2% | $4,696+171.1% | $4,876+161.0% |
| Participant deferral / active EE | $5,631 | $6,631-15.1% | $6,247-9.9% | $5,439+3.5% |
| Admin fee / account holder | $73,953 | $10,906+578.1% | $9,244+700.0% | $10,886+579.4% |