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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 | $244,709 | $160,028+52.9% | $147,080+66.4% | $145,884+67.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.96% | 98.60%-89.6pp | 420.17%-411.2pp | 551.85%-542.9pp |
| Employer contribution / active EE | $2,389 | $5,286-54.8% | $4,933-51.6% | $4,662-48.8% |
| Participant deferral / active EE | $8,417 | $8,422-0.1% | $8,066+4.3% | $6,690+25.8% |
| Admin fee / account holder | $10,725 | $15,030-28.6% | $12,989-17.4% | $13,392-19.9% |