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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 | $159,934+10.5% | $147,005+20.2% | $145,959+21.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.33% | 98.24%-88.9pp | 418.76%-409.4pp | 561.95%-552.6pp |
| Employer contribution / active EE | $16,143 | $5,287+205.3% | $4,934+227.2% | $4,661+246.4% |
| Participant deferral / active EE | $12,700 | $8,427+50.7% | $8,070+57.4% | $6,689+89.9% |
| Admin fee / account holder | $537,276 | $15,053+3469.1% | $13,006+4030.9% | $13,398+3910.2% |