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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 | $233,866 | $160,070+46.1% | $147,117+59.0% | $145,897+60.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.97% | 98.69%-92.7pp | 420.54%-414.6pp | 552.29%-546.3pp |
| Employer contribution / active EE | $30,020 | $5,285+468.1% | $4,932+508.6% | $4,663+543.8% |
| Participant deferral / active EE | $21,083 | $8,419+150.4% | $8,065+161.4% | $6,689+215.2% |
| Admin fee / account holder | $52,826 | $15,035+251.3% | $12,993+306.6% | $13,390+294.5% |