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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 | $210,365 | $171,865+22.4% | $149,718+40.5% | $147,585+42.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.43% | 2113.29%-2105.9pp | 1501.67%-1494.2pp | 578.56%-571.1pp |
| Employer contribution / active EE | $14,706 | $6,275+134.4% | $5,445+170.1% | $4,876+201.6% |
| Participant deferral / active EE | $16,000 | $7,270+120.1% | $6,569+143.6% | $5,439+194.2% |
| Admin fee / account holder | $7,018 | $13,799-49.1% | $11,283-37.8% | $10,885-35.5% |