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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 | $181,582 | $150,445+20.7% | $136,297+33.2% | $147,585+23.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.36% | 1049.14%-1040.8pp | 5156.16%-5147.8pp | 578.57%-570.2pp |
| Employer contribution / active EE | $14,878 | $5,256+183.1% | $4,696+216.9% | $4,876+205.1% |
| Participant deferral / active EE | $6,250 | $6,631-5.7% | $6,2470% | $5,439+14.9% |
| Admin fee / account holder | $21,062 | $10,906+93.1% | $9,244+127.9% | $10,885+93.5% |