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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 | $239,814 | $150,447+59.4% | $136,298+75.9% | $147,586+62.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.14% | 1049.15%-1041.0pp | 5156.27%-5148.1pp | 578.59%-570.5pp |
| Employer contribution / active EE | $3,781 | $5,256-28.1% | $4,696-19.5% | $4,876-22.5% |
| Participant deferral / active EE | $7,030 | $6,631+6.0% | $6,247+12.5% | $5,439+29.3% |
| Admin fee / account holder | $84,580 | $10,906+675.5% | $9,244+815.0% | $10,886+677.0% |