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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 | $249,058 | $160,040+55.6% | $147,096+69.3% | $145,877+70.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.26% | 98.49%-91.2pp | 419.75%-412.5pp | 551.28%-544.0pp |
| Employer contribution / active EE | $16,498 | $5,289+211.9% | $4,936+234.2% | $4,663+253.8% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $7,000 | $15,050-53.5% | $13,005-46.2% | $13,402-47.8% |