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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 | $84,542 | $150,447-43.8% | $136,298-38.0% | $147,586-42.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.48% | 1049.15%-1039.7pp | 5156.27%-5146.8pp | 578.59%-569.1pp |
| Employer contribution / active EE | $7,577 | $5,256+44.1% | $4,696+61.4% | $4,876+55.4% |
| Participant deferral / active EE | $9,745 | $6,631+47.0% | $6,247+56.0% | $5,439+79.2% |
| Admin fee / account holder | $3,109 | $10,906-71.5% | $9,244-66.4% | $10,886-71.4% |