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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 | $174,429 | $202,342-13.8% | $172,753+1.0% | $152,909+14.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 8.93% | 1029.88%-1020.9pp | 803.00%-794.1pp | 345.46%-336.5pp |
| Employer contribution / active EE | $2,398 | $5,857-59.1% | $5,144-53.4% | $4,764-49.7% |
| Participant deferral / active EE | $12,667 | $5,948+113.0% | $5,198+143.7% | $5,851+116.5% |
| Admin fee / account holder | $54,800 | $17,112+220.3% | $13,956+292.7% | $11,601+372.4% |