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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 | $47,093 | $150,446-68.7% | $136,297-65.4% | $147,585-68.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.06% | 1049.14%-1039.1pp | 5156.19%-5146.1pp | 578.58%-568.5pp |
| Employer contribution / active EE | $3,609 | $5,256-31.3% | $4,696-23.1% | $4,876-26.0% |
| Participant deferral / active EE | $9,391 | $6,631+41.6% | $6,247+50.3% | $5,439+72.7% |
| Admin fee / account holder | $727 | $10,906-93.3% | $9,244-92.1% | $10,886-93.3% |