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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 | $225,682 | $160,070+41.0% | $147,117+53.4% | $145,897+54.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.89% | 98.69%-92.8pp | 420.54%-414.6pp | 552.29%-546.4pp |
| Employer contribution / active EE | $4,649 | $5,285-12.0% | $4,932-5.8% | $4,663-0.3% |
| Participant deferral / active EE | $12,950 | $8,419+53.8% | $8,065+60.6% | $6,689+93.6% |
| Admin fee / account holder | $3,677 | $15,035-75.5% | $12,993-71.7% | $13,390-72.5% |