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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 | $249,302 | $176,105+41.6% | $159,474+56.3% | $167,536+48.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 1.44% | 331.91%-330.5pp | 263.68%-262.2pp | 478.82%-477.4pp |
| Employer contribution / active EE | $2,899 | $5,299-45.3% | $4,831-40.0% | $4,839-40.1% |
| Participant deferral / active EE | $9,460 | $7,751+22.0% | $7,353+28.6% | $6,342+49.2% |
| Admin fee / account holder | $42,466 | $12,559+238.1% | $10,802+293.1% | $12,315+244.8% |