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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 | $169,274 | $148,629+13.9% | $135,982+24.5% | $139,487+21.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.67% | 79.33%-72.7pp | 68.32%-61.7pp | 373.84%-367.2pp |
| Employer contribution / active EE | $9,167 | $5,247+74.7% | $4,859+88.7% | $4,755+92.8% |
| Participant deferral / active EE | $11,829 | $8,102+46.0% | $7,760+52.4% | $6,713+76.2% |
| Admin fee / account holder | $290,449 | $12,406+2241.1% | $10,767+2597.5% | $11,407+2446.2% |