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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 | $94,423 | $150,447-37.2% | $136,298-30.7% | $147,586-36.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.27% | 1049.15%-1041.9pp | 5156.27%-5149.0pp | 578.59%-571.3pp |
| Employer contribution / active EE | $20,269 | $5,256+285.6% | $4,696+331.6% | $4,876+315.6% |
| Participant deferral / active EE | $13,586 | $6,631+104.9% | $6,247+117.5% | $5,439+149.8% |
| Admin fee / account holder | $1,001 | $10,906-90.8% | $9,244-89.2% | $10,886-90.8% |