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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 | $127,113 | $150,446-15.5% | $136,297-6.7% | $147,585-13.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.34% | 1049.14%-1042.8pp | 5156.19%-5149.9pp | 578.58%-572.2pp |
| Employer contribution / active EE | $20,000 | $5,256+280.5% | $4,696+325.9% | $4,876+310.1% |
| Participant deferral / active EE | $21,000 | $6,631+216.7% | $6,247+236.2% | $5,439+286.1% |
| Admin fee / account holder | $512 | $10,906-95.3% | $9,244-94.5% | $10,886-95.3% |