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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 | $66,494 | $150,447-55.8% | $136,298-51.2% | $147,586-54.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.03% | 1049.15%-1039.1pp | 5156.27%-5146.2pp | 578.59%-568.6pp |
| Employer contribution / active EE | $4,356 | $5,256-17.1% | $4,696-7.2% | $4,876-10.7% |
| Participant deferral / active EE | $12,152 | $6,631+83.3% | $6,247+94.5% | $5,439+123.4% |
| Admin fee / account holder | $7,506 | $10,906-31.2% | $9,244-18.8% | $10,886-31.0% |