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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 | $42,181 | $150,446-72.0% | $136,297-69.1% | $147,585-71.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.13% | 1049.14%-1039.0pp | 5156.19%-5146.1pp | 578.58%-568.5pp |
| Employer contribution / active EE | $9,828 | $5,256+87.0% | $4,696+109.3% | $4,876+101.5% |
| Participant deferral / active EE | $10,529 | $6,631+58.8% | $6,247+68.5% | $5,439+93.6% |
| Admin fee / account holder | $373 | $10,906-96.6% | $9,244-96.0% | $10,886-96.6% |