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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 | $95,960 | $150,442-36.2% | $136,295-29.6% | $147,585-35.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.26% | 1049.09%-1040.8pp | 5155.97%-5147.7pp | 578.56%-570.3pp |
| Employer contribution / active EE | $1,843 | $5,256-64.9% | $4,695-60.8% | $4,876-62.2% |
| Participant deferral / active EE | $6,000 | $6,630-9.5% | $6,247-4.0% | $5,439+10.3% |
| Admin fee / account holder | $129,500 | $10,905+1087.5% | $9,243+1301.0% | $10,885+1089.7% |