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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 | $206,822 | $150,446+37.5% | $136,297+51.7% | $147,585+40.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.73% | 1049.14%-1042.4pp | 5156.19%-5149.5pp | 578.58%-571.9pp |
| Employer contribution / active EE | $3,503 | $5,256-33.4% | $4,696-25.4% | $4,876-28.2% |
| Participant deferral / active EE | $18,529 | $6,631+179.4% | $6,247+196.6% | $5,439+240.7% |
| Admin fee / account holder | $47,932 | $10,906+339.5% | $9,244+418.5% | $10,886+340.3% |