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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 | $160,028+41.0% | $147,080+53.4% | $145,884+54.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.89% | 98.60%-92.7pp | 420.17%-414.3pp | 551.85%-546.0pp |
| Employer contribution / active EE | $4,649 | $5,286-12.0% | $4,933-5.8% | $4,662-0.3% |
| Participant deferral / active EE | $12,950 | $8,422+53.8% | $8,066+60.5% | $6,690+93.6% |
| Admin fee / account holder | $3,677 | $15,030-75.5% | $12,989-71.7% | $13,392-72.5% |