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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 | $218,024 | $150,447+44.9% | $136,298+60.0% | $147,586+47.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.03% | 1049.15%-1040.1pp | 5156.27%-5147.2pp | 578.59%-569.6pp |
| Employer contribution / active EE | $19,832 | $5,256+277.3% | $4,696+322.3% | $4,876+306.7% |
| Participant deferral / active EE | $18,250 | $6,631+175.2% | $6,247+192.1% | $5,439+235.6% |
| Admin fee / account holder | $2,635 | $10,906-75.8% | $9,244-71.5% | $10,886-75.8% |