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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 | $123,931 | $150,447-17.6% | $136,298-9.1% | $147,586-16.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.70% | 1049.15%-1040.5pp | 5156.27%-5147.6pp | 578.59%-569.9pp |
| Employer contribution / active EE | $2,294 | $5,256-56.4% | $4,696-51.1% | $4,876-53.0% |
| Participant deferral / active EE | $10,915 | $6,631+64.6% | $6,247+74.7% | $5,439+100.7% |
| Admin fee / account holder | $33,289 | $10,906+205.2% | $9,244+260.1% | $10,886+205.8% |