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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 | $214,193 | $109,872+94.9% | $98,483+117.5% | $167,536+27.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.38% | 1959.31%-1950.9pp | 1494.38%-1486.0pp | 478.82%-470.4pp |
| Employer contribution / active EE | $24,087 | $3,225+646.9% | $2,961+713.5% | $4,839+397.8% |
| Participant deferral / active EE | $21,667 | $4,673+363.6% | $4,276+406.6% | $6,342+241.6% |
| Admin fee / account holder | $1,339 | $6,757-80.2% | $5,953-77.5% | $12,315-89.1% |