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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 | $92,845 | $150,442-38.3% | $136,295-31.9% | $147,585-37.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.35% | 1049.09%-1041.7pp | 5155.97%-5148.6pp | 578.56%-571.2pp |
| Employer contribution / active EE | $3,242 | $5,256-38.3% | $4,695-31.0% | $4,876-33.5% |
| Participant deferral / active EE | $11,106 | $6,630+67.5% | $6,247+77.8% | $5,439+104.2% |
| Admin fee / account holder | $3,726 | $10,905-65.8% | $9,243-59.7% | $10,885-65.8% |