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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 | $176,665 | $159,978+10.4% | $147,041+20.1% | $145,978+21.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.33% | 98.36%-89.0pp | 419.21%-409.9pp | 550.52%-541.2pp |
| Employer contribution / active EE | $16,143 | $5,288+205.3% | $4,935+227.1% | $4,662+246.3% |
| Participant deferral / active EE | $12,700 | $8,429+50.7% | $8,071+57.4% | $6,690+89.8% |
| Admin fee / account holder | $537,276 | $15,053+3469.2% | $13,006+4030.9% | $13,400+3909.4% |