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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 | $199,602 | $160,028+24.7% | $147,080+35.7% | $145,884+36.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.00% | 98.60%-93.6pp | 420.17%-415.2pp | 551.85%-546.9pp |
| Employer contribution / active EE | $6,399 | $5,286+21.1% | $4,933+29.7% | $4,662+37.2% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,000 | $15,030-86.7% | $12,989-84.6% | $13,392-85.1% |