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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 | $240,007 | $72,465+231.2% | $67,575+255.2% | $145,884+64.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 8.18% | 7222.56%-7214.4pp | 3528.98%-3520.8pp | 551.85%-543.7pp |
| Employer contribution / active EE | $35,140 | $3,074+1043.3% | $2,736+1184.6% | $4,662+653.7% |
| Participant deferral / active EE | $15,000 | $4,786+213.4% | $4,003+274.7% | $6,690+124.2% |
| Admin fee / account holder | $1,355,861 | $5,515+24483.5% | $3,993+33856.3% | $13,392+10024.5% |