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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 | $242,740 | $160,070+51.6% | $147,117+65.0% | $145,897+66.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.33% | 98.69%-90.4pp | 420.54%-412.2pp | 552.29%-544.0pp |
| Employer contribution / active EE | $11,000 | $5,285+108.2% | $4,932+123.0% | $4,663+135.9% |
| Participant deferral / active EE | $11,500 | $8,419+36.6% | $8,065+42.6% | $6,689+71.9% |
| Admin fee / account holder | $414,806 | $15,035+2658.9% | $12,993+3092.6% | $13,390+2997.8% |