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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 | $40,875 | $150,447-72.8% | $136,298-70.0% | $147,586-72.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.48% | 1049.15%-1039.7pp | 5156.27%-5146.8pp | 578.59%-569.1pp |
| Employer contribution / active EE | $2,855 | $5,256-45.7% | $4,696-39.2% | $4,876-41.5% |
| Participant deferral / active EE | $6,576 | $6,631-0.8% | $6,247+5.3% | $5,439+20.9% |
| Admin fee / account holder | $22,308 | $10,906+104.5% | $9,244+141.3% | $10,886+104.9% |