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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 | $154,589 | $150,445+2.8% | $136,297+13.4% | $147,585+4.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.31% | 1049.14%-1040.8pp | 5156.16%-5147.9pp | 578.57%-570.3pp |
| Employer contribution / active EE | $22,875 | $5,256+335.2% | $4,696+387.2% | $4,876+369.1% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $169,182 | $10,906+1451.3% | $9,244+1730.2% | $10,885+1454.2% |