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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 | $50,974 | $150,447-66.1% | $136,298-62.6% | $147,586-65.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.80% | 1049.15%-1043.4pp | 5156.27%-5150.5pp | 578.59%-572.8pp |
| Employer contribution / active EE | $6,347 | $5,256+20.8% | $4,696+35.2% | $4,876+30.2% |
| Participant deferral / active EE | $8,016 | $6,631+20.9% | $6,247+28.3% | $5,439+47.4% |
| Admin fee / account holder | $320 | $10,906-97.1% | $9,244-96.5% | $10,886-97.1% |