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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 | $192,114 | $160,070+20.0% | $147,117+30.6% | $145,897+31.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.78% | 98.69%-89.9pp | 420.54%-411.8pp | 552.29%-543.5pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $17,042 | $8,419+102.4% | $8,065+111.3% | $6,689+154.8% |
| Admin fee / account holder | $11,037 | $15,035-26.6% | $12,993-15.1% | $13,390-17.6% |