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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 | $232,633 | $160,070+45.3% | $147,117+58.1% | $145,897+59.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.02% | 98.69%-93.7pp | 420.54%-415.5pp | 552.29%-547.3pp |
| Employer contribution / active EE | $14,802 | $5,285+180.1% | $4,932+200.1% | $4,663+217.5% |
| Participant deferral / active EE | $26,750 | $8,419+217.7% | $8,065+231.7% | $6,689+299.9% |
| Admin fee / account holder | $22,360 | $15,035+48.7% | $12,993+72.1% | $13,390+67.0% |