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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 | $195,494 | $150,447+29.9% | $136,298+43.4% | $147,586+32.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.53% | 1049.15%-1040.6pp | 5156.27%-5147.7pp | 578.59%-570.1pp |
| Employer contribution / active EE | $9,789 | $5,256+86.2% | $4,696+108.5% | $4,876+100.7% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,441 | $10,906-86.8% | $9,244-84.4% | $10,886-86.8% |