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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 | $139,086 | $198,462-29.9% | $170,439-18.4% | $147,585-5.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.93% | 257.30%-249.4pp | 205.94%-198.0pp | 578.58%-570.7pp |
| Employer contribution / active EE | $11,213 | $6,184+81.3% | $5,433+106.4% | $4,876+130.0% |
| Participant deferral / active EE | $8,822 | $5,629+56.7% | $4,939+78.6% | $5,439+62.2% |
| Admin fee / account holder | $841 | $16,852-95.0% | $13,881-93.9% | $10,886-92.3% |