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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 | $226,707 | $150,447+50.7% | $136,298+66.3% | $147,586+53.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.57% | 1049.15%-1048.6pp | 5156.27%-5155.7pp | 578.59%-578.0pp |
| Employer contribution / active EE | $3,383 | $5,256-35.6% | $4,696-28.0% | $4,876-30.6% |
| Participant deferral / active EE | $12,000 | $6,631+81.0% | $6,247+92.1% | $5,439+120.6% |
| Admin fee / account holder | $1,400 | $10,906-87.2% | $9,244-84.9% | $10,886-87.1% |