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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 | $228,036 | $159,934+42.6% | $147,005+55.1% | $145,959+56.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.78% | 98.24%-92.5pp | 418.76%-413.0pp | 561.95%-556.2pp |
| Employer contribution / active EE | $13,466 | $5,287+154.7% | $4,934+172.9% | $4,661+188.9% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,053 | $15,053-46.5% | $13,006-38.1% | $13,398-39.9% |