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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 | $214,279 | $109,872+95.0% | $98,483+117.6% | $167,536+27.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.64% | 1959.31%-1950.7pp | 1494.38%-1485.7pp | 478.82%-470.2pp |
| Employer contribution / active EE | $7,086 | $3,225+119.7% | $2,961+139.3% | $4,839+46.4% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $14,118 | $6,757+108.9% | $5,953+137.2% | $12,315+14.6% |