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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 | $187,128 | $185,883+0.7% | $170,043+10.0% | $139,466+34.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.56% | 60.54%-53.0pp | 53.40%-45.8pp | 373.66%-366.1pp |
| Employer contribution / active EE | $13,333 | $7,596+75.5% | $6,790+96.4% | $4,754+180.5% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $114,356 | $15,393+642.9% | $12,824+791.7% | $11,409+902.4% |