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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 | $221,145 | $171,867+28.7% | $149,721+47.7% | $147,586+49.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.60% | 2113.36%-2104.8pp | 1501.67%-1493.1pp | 578.59%-570.0pp |
| Employer contribution / active EE | $16,644 | $6,275+165.3% | $5,444+205.7% | $4,876+241.3% |
| Participant deferral / active EE | $7,549 | $7,270+3.8% | $6,568+14.9% | $5,439+38.8% |
| Admin fee / account holder | $3,641 | $13,799-73.6% | $11,282-67.7% | $10,886-66.6% |