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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 | $216,763 | $160,070+35.4% | $147,117+47.3% | $145,897+48.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.76% | 98.69%-89.9pp | 420.54%-411.8pp | 552.29%-543.5pp |
| Employer contribution / active EE | $10,400 | $5,285+96.8% | $4,932+110.9% | $4,663+123.1% |
| Participant deferral / active EE | $11,565 | $8,419+37.4% | $8,065+43.4% | $6,689+72.9% |
| Admin fee / account holder | $5,321 | $15,035-64.6% | $12,993-59.0% | $13,390-60.3% |