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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 | $141,614 | $150,447-5.9% | $136,298+3.9% | $147,586-4.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.99% | 1049.15%-1040.2pp | 5156.27%-5147.3pp | 578.59%-569.6pp |
| Employer contribution / active EE | $2,773 | $5,256-47.2% | $4,696-40.9% | $4,876-43.1% |
| Participant deferral / active EE | $17,942 | $6,631+170.6% | $6,247+187.2% | $5,439+229.9% |
| Admin fee / account holder | $134,420 | $10,906+1132.5% | $9,244+1354.1% | $10,886+1134.8% |