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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 | $179,921 | $144,130+24.8% | $117,861+52.7% | $147,586+21.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 8.38% | 531.20%-522.8pp | 335.11%-326.7pp | 578.59%-570.2pp |
| Employer contribution / active EE | $7,904 | $4,897+61.4% | $3,786+108.7% | $4,876+62.1% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $588 | $10,887-94.6% | $8,021-92.7% | $10,886-94.6% |