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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 | $203,480 | $159,978+27.2% | $147,041+38.4% | $145,978+39.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.93% | 98.36%-91.4pp | 419.21%-412.3pp | 550.52%-543.6pp |
| Employer contribution / active EE | $30,810 | $5,288+482.6% | $4,935+524.3% | $4,662+560.9% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $259,541 | $15,053+1624.2% | $13,006+1895.5% | $13,400+1836.8% |