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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 | $212,199 | $180,749+17.4% | $160,784+32.0% | $137,256+54.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 3.01% | 2234.46%-2231.5pp | 1803.92%-1800.9pp | 220.34%-217.3pp |
| Employer contribution / active EE | $9,485 | $4,155+128.3% | $3,733+154.1% | $4,156+128.2% |
| Participant deferral / active EE | $15,500 | $6,844+126.5% | $6,293+146.3% | $6,407+141.9% |
| Admin fee / account holder | $771,938 | $10,397+7324.7% | $9,717+7844.2% | $12,270+6191.2% |