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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 | $70,306 | $72,396-2.9% | $67,511+4.1% | $145,959-51.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.03% | 7194.07%-7185.0pp | 3517.41%-3508.4pp | 561.95%-552.9pp |
| Employer contribution / active EE | $7,837 | $3,071+155.2% | $2,733+186.8% | $4,661+68.1% |
| Participant deferral / active EE | $13,994 | $4,781+192.7% | $4,000+249.8% | $6,689+109.2% |
| Admin fee / account holder | $1,405 | $5,538-74.6% | $3,999-64.9% | $13,398-89.5% |