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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 | $146,743 | $102,663+42.9% | $86,216+70.2% | $139,466+5.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 6.24% | 1924.52%-1918.3pp | 1169.42%-1163.2pp | 373.66%-367.4pp |
| Employer contribution / active EE | $20,000 | $3,035+559.1% | $2,382+739.8% | $4,754+320.7% |
| Participant deferral / active EE | $14,250 | $4,677+204.7% | $3,986+257.5% | $6,712+112.3% |
| Admin fee / account holder | $4,326 | $8,663-50.1% | $6,853-36.9% | $11,409-62.1% |