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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 | $220,928 | $159,978+38.1% | $147,041+50.2% | $145,978+51.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.98% | 98.36%-92.4pp | 419.21%-413.2pp | 550.52%-544.5pp |
| Employer contribution / active EE | $25,598 | $5,288+384.1% | $4,935+418.7% | $4,662+449.1% |
| Participant deferral / active EE | $6,162 | $8,429-26.9% | $8,071-23.6% | $6,690-7.9% |
| Admin fee / account holder | $2,837 | $15,053-81.2% | $13,006-78.2% | $13,400-78.8% |