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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 | $207,616 | $159,934+29.8% | $147,005+41.2% | $145,959+42.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.99% | 98.24%-92.2pp | 418.76%-412.8pp | 561.95%-556.0pp |
| Employer contribution / active EE | $16,627 | $5,287+214.5% | $4,934+237.0% | $4,661+256.7% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $128,013 | $15,053+750.4% | $13,006+884.2% | $13,398+855.5% |