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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 | $89,721 | $150,447-40.4% | $136,298-34.2% | $147,586-39.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.11% | 1049.15%-1039.0pp | 5156.27%-5146.2pp | 578.59%-568.5pp |
| Employer contribution / active EE | $17,973 | $5,256+241.9% | $4,696+282.8% | $4,876+268.6% |
| Participant deferral / active EE | $10,800 | $6,631+62.9% | $6,247+72.9% | $5,439+98.6% |
| Admin fee / account holder | $1,084 | $10,906-90.1% | $9,244-88.3% | $10,886-90.0% |