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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 | $235,948 | $160,070+47.4% | $147,117+60.4% | $145,897+61.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.49% | 98.69%-92.2pp | 420.54%-414.0pp | 552.29%-545.8pp |
| Employer contribution / active EE | $1,425 | $5,285-73.0% | $4,932-71.1% | $4,663-69.4% |
| Participant deferral / active EE | $20,166 | $8,419+139.5% | $8,065+150.1% | $6,689+201.5% |
| Admin fee / account holder | $457 | $15,035-97.0% | $12,993-96.5% | $13,390-96.6% |