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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 | $118,144 | $150,442-21.5% | $136,295-13.3% | $147,585-19.9% |
| 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 | $12,879 | $5,256+145.0% | $4,695+174.3% | $4,876+164.1% |
| Participant deferral / active EE | $11,987 | $6,630+80.8% | $6,247+91.9% | $5,439+120.4% |
| Admin fee / account holder | $33,295 | $10,905+205.3% | $9,243+260.2% | $10,885+205.9% |