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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 | $248,461 | $175,259+41.8% | $149,723+65.9% | $139,487+78.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.67% | 166.82%-158.2pp | 134.50%-125.8pp | 373.84%-365.2pp |
| Employer contribution / active EE | $4,794 | $5,478-12.5% | $4,821-0.6% | $4,755+0.8% |
| Participant deferral / active EE | $9,031 | $6,522+38.5% | $5,682+58.9% | $6,713+34.5% |
| Admin fee / account holder | $186,319 | $16,158+1053.1% | $13,215+1309.9% | $11,407+1533.3% |