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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 | $157,457 | $150,442+4.7% | $136,295+15.5% | $147,585+6.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.77% | 1049.09%-1043.3pp | 5155.97%-5150.2pp | 578.56%-572.8pp |
| Employer contribution / active EE | $7,917 | $5,256+50.6% | $4,695+68.6% | $4,876+62.3% |
| Participant deferral / active EE | $6,157 | $6,630-7.1% | $6,247-1.4% | $5,439+13.2% |
| Admin fee / account holder | $703 | $10,905-93.6% | $9,243-92.4% | $10,885-93.5% |