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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 | $148,406 | $150,447-1.4% | $136,298+8.9% | $147,586+0.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.77% | 1049.15%-1043.4pp | 5156.27%-5150.5pp | 578.59%-572.8pp |
| Employer contribution / active EE | $9,723 | $5,256+85.0% | $4,696+107.1% | $4,876+99.4% |
| Participant deferral / active EE | $7,309 | $6,631+10.2% | $6,247+17.0% | $5,439+34.4% |
| Admin fee / account holder | $59,207 | $10,906+442.9% | $9,244+540.5% | $10,886+443.9% |