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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 | $97,391 | $150,447-35.3% | $136,298-28.5% | $147,586-34.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.85% | 1049.15%-1039.3pp | 5156.27%-5146.4pp | 578.59%-568.7pp |
| Employer contribution / active EE | $1,493 | $5,256-71.6% | $4,696-68.2% | $4,876-69.4% |
| Participant deferral / active EE | $4,882 | $6,631-26.4% | $6,247-21.9% | $5,439-10.2% |
| Admin fee / account holder | $28,361 | $10,906+160.0% | $9,244+206.8% | $10,886+160.5% |