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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 | $209,680 | $160,070+31.0% | $147,117+42.5% | $145,897+43.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.63% | 98.69%-90.1pp | 420.54%-411.9pp | 552.29%-543.7pp |
| Employer contribution / active EE | $14,107 | $5,285+166.9% | $4,932+186.0% | $4,663+202.5% |
| Participant deferral / active EE | $13,675 | $8,419+62.4% | $8,065+69.6% | $6,689+104.4% |
| Admin fee / account holder | $3,212 | $15,035-78.6% | $12,993-75.3% | $13,390-76.0% |