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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 | $140,570 | $150,446-6.6% | $136,297+3.1% | $147,585-4.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.72% | 1049.14%-1040.4pp | 5156.19%-5147.5pp | 578.58%-569.9pp |
| Employer contribution / active EE | $2,274 | $5,256-56.7% | $4,696-51.6% | $4,876-53.4% |
| Participant deferral / active EE | $2,983 | $6,631-55.0% | $6,247-52.2% | $5,439-45.1% |
| Admin fee / account holder | $1,253 | $10,906-88.5% | $9,244-86.4% | $10,886-88.5% |