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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 | $217,967 | $160,028+36.2% | $147,080+48.2% | $145,884+49.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.44% | 98.60%-93.2pp | 420.17%-414.7pp | 551.85%-546.4pp |
| Employer contribution / active EE | $2,668 | $5,286-49.5% | $4,933-45.9% | $4,662-42.8% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,109 | $15,030-59.4% | $12,989-53.0% | $13,392-54.4% |