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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 | $117,277 | $150,442-22.0% | $136,295-14.0% | $147,585-20.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.14% | 1049.09%-1040.0pp | 5155.97%-5146.8pp | 578.56%-569.4pp |
| Employer contribution / active EE | $7,816 | $5,256+48.7% | $4,695+66.5% | $4,876+60.3% |
| Participant deferral / active EE | $22,954 | $6,630+246.2% | $6,247+267.4% | $5,439+322.1% |
| Admin fee / account holder | $80,712 | $10,905+640.1% | $9,243+773.2% | $10,885+641.5% |