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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 | $139,594 | $150,442-7.2% | $136,295+2.4% | $147,585-5.4% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 9.96% | 1049.09%-1039.1pp | 5155.97%-5146.0pp | 578.56%-568.6pp |
| Employer contribution / active EE | $3,642 | $5,256-30.7% | $4,695-22.4% | $4,876-25.3% |
| Participant deferral / active EE | $5,943 | $6,630-10.4% | $6,247-4.9% | $5,439+9.3% |
| Admin fee / account holder | $2,610 | $10,905-76.1% | $9,243-71.8% | $10,885-76.0% |