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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 | $160,028+10.4% | $147,080+20.1% | $145,884+21.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.33% | 98.60%-89.3pp | 420.17%-410.8pp | 551.85%-542.5pp |
| Employer contribution / active EE | $16,143 | $5,286+205.4% | $4,933+227.2% | $4,662+246.2% |
| Participant deferral / active EE | $12,700 | $8,422+50.8% | $8,066+57.4% | $6,690+89.8% |
| Admin fee / account holder | $537,276 | $15,030+3474.7% | $12,989+4036.4% | $13,392+3912.0% |