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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 | $214,171 | $160,040+33.8% | $147,096+45.6% | $145,877+46.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.39% | 98.49%-90.1pp | 419.75%-411.4pp | 551.28%-542.9pp |
| Employer contribution / active EE | $20,000 | $5,289+278.1% | $4,936+305.2% | $4,663+328.9% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,686 | $15,050-88.8% | $13,005-87.0% | $13,402-87.4% |