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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 | $223,211 | $150,447+48.4% | $136,298+63.8% | $147,586+51.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.48% | 1049.15%-1040.7pp | 5156.27%-5147.8pp | 578.59%-570.1pp |
| Employer contribution / active EE | $11,853 | $5,256+125.5% | $4,696+152.4% | $4,876+143.1% |
| Participant deferral / active EE | $11,182 | $6,631+68.6% | $6,247+79.0% | $5,439+105.6% |
| Admin fee / account holder | $3,953 | $10,906-63.8% | $9,244-57.2% | $10,886-63.7% |