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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 | $143,660 | $150,447-4.5% | $136,298+5.4% | $147,586-2.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.38% | 1049.15%-1040.8pp | 5156.27%-5147.9pp | 578.59%-570.2pp |
| Employer contribution / active EE | $10,637 | $5,256+102.4% | $4,696+126.5% | $4,876+118.1% |
| Participant deferral / active EE | $10,526 | $6,631+58.7% | $6,247+68.5% | $5,439+93.5% |
| Admin fee / account holder | $23,736 | $10,906+117.6% | $9,244+156.8% | $10,886+118.0% |