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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 | $160,040+34.4% | $147,096+46.3% | $145,877+47.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.77% | 98.49%-89.7pp | 419.75%-411.0pp | 551.28%-542.5pp |
| Employer contribution / active EE | $20,309 | $5,289+284.0% | $4,936+311.4% | $4,663+335.5% |
| Participant deferral / active EE | $10,317 | $8,429+22.4% | $8,071+27.8% | $6,691+54.2% |
| Admin fee / account holder | $6,136 | $15,050-59.2% | $13,005-52.8% | $13,402-54.2% |