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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 | $209,329 | $198,462+5.5% | $170,439+22.8% | $147,585+41.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.23% | 257.30%-250.1pp | 205.94%-198.7pp | 578.58%-571.4pp |
| Employer contribution / active EE | $13,125 | $6,184+112.2% | $5,433+141.6% | $4,876+169.1% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $740 | $16,852-95.6% | $13,881-94.7% | $10,886-93.2% |