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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 | $135,207 | $209,422-35.4% | $178,503-24.3% | $158,982-15.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.73% | 188.81%-184.1pp | 151.12%-146.4pp | 302.99%-298.3pp |
| Employer contribution / active EE | $11,202 | $5,707+96.3% | $5,011+123.5% | $4,763+135.2% |
| Participant deferral / active EE | $8,782 | $5,955+47.5% | $5,202+68.8% | $5,983+46.8% |
| Admin fee / account holder | $34,877 | $17,079+104.2% | $13,987+149.4% | $11,252+210.0% |