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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 | $90,959 | $150,442-39.5% | $136,295-33.3% | $147,585-38.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.94% | 1049.09%-1040.1pp | 5155.97%-5147.0pp | 578.56%-569.6pp |
| Employer contribution / active EE | $10,221 | $5,256+94.5% | $4,695+117.7% | $4,876+109.6% |
| Participant deferral / active EE | $15,000 | $6,630+126.2% | $6,247+140.1% | $5,439+175.8% |
| Admin fee / account holder | $161,378 | $10,905+1379.8% | $9,243+1645.9% | $10,885+1382.5% |