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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 | $232,964 | $150,447+54.8% | $136,298+70.9% | $147,586+57.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.92% | 1049.15%-1041.2pp | 5156.27%-5148.3pp | 578.59%-570.7pp |
| Employer contribution / active EE | $16,355 | $5,256+211.1% | $4,696+248.3% | $4,876+235.4% |
| Participant deferral / active EE | $9,229 | $6,631+39.2% | $6,247+47.7% | $5,439+69.7% |
| Admin fee / account holder | $8,709 | $10,906-20.1% | $9,244-5.8% | $10,886-20.0% |