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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 | $215,167 | $159,934+34.5% | $147,005+46.4% | $145,959+47.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.77% | 98.24%-89.5pp | 418.76%-410.0pp | 561.95%-553.2pp |
| Employer contribution / active EE | $20,309 | $5,287+284.1% | $4,934+311.6% | $4,661+335.7% |
| Participant deferral / active EE | $10,317 | $8,427+22.4% | $8,070+27.8% | $6,689+54.2% |
| Admin fee / account holder | $6,136 | $15,053-59.2% | $13,006-52.8% | $13,398-54.2% |