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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 | $160,070+34.4% | $147,117+46.3% | $145,897+47.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.77% | 98.69%-89.9pp | 420.54%-411.8pp | 552.29%-543.5pp |
| Employer contribution / active EE | $20,309 | $5,285+284.3% | $4,932+311.7% | $4,663+335.6% |
| Participant deferral / active EE | $10,317 | $8,419+22.5% | $8,065+27.9% | $6,689+54.2% |
| Admin fee / account holder | $6,136 | $15,035-59.2% | $12,993-52.8% | $13,390-54.2% |