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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 | $249,676 | $159,978+56.1% | $147,041+69.8% | $145,978+71.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.52% | 98.36%-91.8pp | 419.21%-412.7pp | 550.52%-544.0pp |
| Employer contribution / active EE | $13,750 | $5,288+160.0% | $4,935+178.6% | $4,662+194.9% |
| Participant deferral / active EE | $23,000 | $8,429+172.9% | $8,071+185.0% | $6,690+243.8% |
| Admin fee / account holder | $2,521 | $15,053-83.3% | $13,006-80.6% | $13,400-81.2% |