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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 | $231,343 | $209,405+10.5% | $178,486+29.6% | $158,931+45.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.05% | 188.77%-183.7pp | 151.08%-146.0pp | 302.86%-297.8pp |
| Employer contribution / active EE | $12,395 | $5,707+117.2% | $5,011+147.4% | $4,761+160.3% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,463 | $17,076-91.4% | $13,985-89.5% | $11,247-87.0% |