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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 | $241,777 | $169,361+42.8% | $129,397+86.8% | $145,877+65.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 4.11% | 14395.54%-14391.4pp | 9453.98%-9449.9pp | 551.28%-547.2pp |
| Employer contribution / active EE | $7,166 | $5,542+29.3% | $4,154+72.5% | $4,663+53.7% |
| Participant deferral / active EE | $8,000 | $4,987+60.4% | $4,167+92.0% | $6,691+19.6% |
| Admin fee / account holder | $10,989 | $9,903+11.0% | $7,679+43.1% | $13,402-18.0% |