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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 | $197,554 | $72,071+174.1% | $68,368+189.0% | $137,256+43.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 8.64% | 353.14%-344.5pp | 292.57%-283.9pp | 220.34%-211.7pp |
| Employer contribution / active EE | $8,934 | $2,788+220.4% | $2,649+237.3% | $4,156+115.0% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,884 | $5,336+10.3% | $5,150+14.3% | $12,270-52.0% |