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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 | $215,490 | $150,447+43.2% | $136,298+58.1% | $147,586+46.0% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 6.22% | 1049.15%-1042.9pp | 5156.27%-5150.0pp | 578.59%-572.4pp |
| Employer contribution / active EE | $15,385 | $5,256+192.7% | $4,696+227.6% | $4,876+215.5% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,634 | $10,906-39.2% | $9,244-28.2% | $10,886-39.1% |