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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 | $230,480 | $176,105+30.9% | $159,474+44.5% | $167,536+37.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 1.84% | 331.91%-330.1pp | 263.68%-261.8pp | 478.82%-477.0pp |
| Employer contribution / active EE | $11,167 | $5,299+110.7% | $4,831+131.2% | $4,839+130.8% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $8,987 | $12,559-28.4% | $10,802-16.8% | $12,315-27.0% |