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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 | $131,990 | $150,447-12.3% | $136,298-3.2% | $147,586-10.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.67% | 1049.15%-1041.5pp | 5156.27%-5148.6pp | 578.59%-570.9pp |
| Employer contribution / active EE | $5,086 | $5,256-3.2% | $4,696+8.3% | $4,876+4.3% |
| Participant deferral / active EE | $13,069 | $6,631+97.1% | $6,247+109.2% | $5,439+140.3% |
| Admin fee / account holder | $1,146 | $10,906-89.5% | $9,244-87.6% | $10,886-89.5% |