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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 | $184,746 | $150,447+22.8% | $136,298+35.5% | $147,586+25.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.64% | 1049.15%-1042.5pp | 5156.27%-5149.6pp | 578.59%-572.0pp |
| Employer contribution / active EE | $1,550 | $5,256-70.5% | $4,696-67.0% | $4,876-68.2% |
| Participant deferral / active EE | $23,333 | $6,631+251.9% | $6,247+273.5% | $5,439+329.0% |
| Admin fee / account holder | $532 | $10,906-95.1% | $9,244-94.2% | $10,886-95.1% |