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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 | $99,718 | $150,447-33.7% | $136,298-26.8% | $147,586-32.4% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 10.17% | 1049.15%-1039.0pp | 5156.27%-5146.1pp | 578.59%-568.4pp |
| Employer contribution / active EE | $11,362 | $5,256+116.2% | $4,696+142.0% | $4,876+133.0% |
| Participant deferral / active EE | $7,007 | $6,631+5.7% | $6,247+12.2% | $5,439+28.8% |
| Admin fee / account holder | $71,203 | $10,906+552.9% | $9,244+670.3% | $10,886+554.1% |