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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 | $107,110 | $183,988-41.8% | $162,177-34.0% | $152,897-29.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 9.46% | 150.79%-141.3pp | 115.60%-106.1pp | 345.43%-336.0pp |
| Employer contribution / active EE | $14,219 | $6,370+123.2% | $5,613+153.3% | $4,764+198.5% |
| Participant deferral / active EE | $9,500 | $8,032+18.3% | $7,297+30.2% | $5,851+62.4% |
| Admin fee / account holder | $48,719 | $13,123+271.2% | $10,843+349.3% | $11,599+320.0% |