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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 | $213,352 | $160,028+33.3% | $147,080+45.1% | $145,884+46.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.81% | 98.60%-95.8pp | 420.17%-417.4pp | 551.85%-549.0pp |
| Employer contribution / active EE | $15,206 | $5,286+187.7% | $4,933+208.2% | $4,662+226.2% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,599 | $15,030-82.7% | $12,989-80.0% | $13,392-80.6% |