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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 | $210,705 | $148,623+41.8% | $135,974+55.0% | $139,466+51.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.83% | 79.30%-71.5pp | 68.30%-60.5pp | 373.66%-365.8pp |
| Employer contribution / active EE | $8,393 | $5,246+60.0% | $4,859+72.7% | $4,754+76.5% |
| Participant deferral / active EE | $20,666 | $8,103+155.1% | $7,760+166.3% | $6,712+207.9% |
| Admin fee / account holder | $64,328 | $12,406+418.5% | $10,767+497.5% | $11,409+463.9% |