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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 | $238,855 | $176,071+35.7% | $159,450+49.8% | $167,497+42.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.76% | 331.79%-323.0pp | 263.60%-254.8pp | 478.62%-469.9pp |
| Employer contribution / active EE | $8,492 | $5,298+60.3% | $4,830+75.8% | $4,838+75.5% |
| Participant deferral / active EE | $0 | $7,750-100.0% | $7,352-100.0% | $6,341-100.0% |
| Admin fee / account holder | $7,500 | $12,555-40.3% | $10,800-30.6% | $12,310-39.1% |