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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 | $238,514 | $202,342+17.9% | $172,753+38.1% | $152,909+56.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 1.60% | 1029.88%-1028.3pp | 803.00%-801.4pp | 345.46%-343.9pp |
| Employer contribution / active EE | $9,113 | $5,857+55.6% | $5,144+77.2% | $4,764+91.3% |
| Participant deferral / active EE | $6,161 | $5,948+3.6% | $5,198+18.5% | $5,851+5.3% |
| Admin fee / account holder | $118,965 | $17,112+595.2% | $13,956+752.5% | $11,601+925.5% |