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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 | $237,455 | $217,432+9.2% | $185,851+27.8% | $167,553+41.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 2.89% | 148.43%-145.5pp | 122.11%-119.2pp | 478.89%-476.0pp |
| Employer contribution / active EE | $13,401 | $5,874+128.1% | $5,168+159.3% | $4,840+176.9% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $357,366 | $19,820+1703.0% | $16,245+2099.8% | $12,316+2801.6% |