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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 | $215,590 | $176,105+22.4% | $159,474+35.2% | $167,536+28.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.54% | 331.91%-323.4pp | 263.68%-255.1pp | 478.82%-470.3pp |
| Employer contribution / active EE | $6,084 | $5,299+14.8% | $4,831+25.9% | $4,839+25.7% |
| Participant deferral / active EE | $7,661 | $7,751-1.2% | $7,353+4.2% | $6,342+20.8% |
| Admin fee / account holder | $360,829 | $12,559+2773.0% | $10,802+3240.3% | $12,315+2830.1% |