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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 | $181,409 | $160,040+13.4% | $147,096+23.3% | $145,877+24.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.76% | 98.49%-89.7pp | 419.75%-411.0pp | 551.28%-542.5pp |
| Employer contribution / active EE | $13,402 | $5,289+153.4% | $4,936+171.5% | $4,663+187.4% |
| Participant deferral / active EE | $6,204 | $8,429-26.4% | $8,071-23.1% | $6,691-7.3% |
| Admin fee / account holder | $91,004 | $15,050+504.7% | $13,005+599.7% | $13,402+579.0% |