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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 | $243,915 | $159,978+52.5% | $147,041+65.9% | $145,978+67.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.24% | 98.36%-89.1pp | 419.21%-410.0pp | 550.52%-541.3pp |
| Employer contribution / active EE | $3,445 | $5,288-34.9% | $4,935-30.2% | $4,662-26.1% |
| Participant deferral / active EE | $17,634 | $8,429+109.2% | $8,071+118.5% | $6,690+163.6% |
| Admin fee / account holder | $46,275 | $15,053+207.4% | $13,006+255.8% | $13,400+245.3% |