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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 | $211,438 | $166,020+27.4% | $164,866+28.2% | $145,959+44.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.98% | 100.08%-92.1pp | 69.97%-62.0pp | 561.95%-554.0pp |
| Employer contribution / active EE | $12,475 | $5,275+136.5% | $4,343+187.3% | $4,661+167.7% |
| Participant deferral / active EE | $30,500 | $6,961+338.2% | $6,033+405.6% | $6,689+356.0% |
| Admin fee / account holder | $1,270 | $16,644-92.4% | $12,689-90.0% | $13,398-90.5% |