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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 | $67,866 | $150,447-54.9% | $136,298-50.2% | $147,586-54.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.82% | 1049.15%-1042.3pp | 5156.27%-5149.4pp | 578.59%-571.8pp |
| Employer contribution / active EE | $2,500 | $5,256-52.4% | $4,696-46.8% | $4,876-48.7% |
| Participant deferral / active EE | $6,250 | $6,631-5.7% | $6,2470% | $5,439+14.9% |
| Admin fee / account holder | $8,208 | $10,906-24.7% | $9,244-11.2% | $10,886-24.6% |