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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 | $155,921 | $160,040-2.6% | $147,096+6.0% | $145,877+6.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 8.39% | 98.49%-90.1pp | 419.75%-411.4pp | 551.28%-542.9pp |
| Employer contribution / active EE | $22,767 | $5,289+330.4% | $4,936+361.2% | $4,663+388.2% |
| Participant deferral / active EE | $11,838 | $8,429+40.5% | $8,071+46.7% | $6,691+76.9% |
| Admin fee / account holder | $183,849 | $15,050+1121.6% | $13,005+1313.7% | $13,402+1271.8% |