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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 | $141,066 | $88,815+58.8% | $81,882+72.3% | $145,897-3.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.26% | 1033.75%-1025.5pp | 779.47%-771.2pp | 552.29%-544.0pp |
| Employer contribution / active EE | $3,549 | $3,086+15.0% | $2,916+21.7% | $4,663-23.9% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $15,482 | $8,434+83.6% | $7,360+110.4% | $13,390+15.6% |