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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 | $162,257 | $202,342-19.8% | $172,753-6.1% | $152,909+6.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 12.07% | 1029.88%-1017.8pp | 803.00%-790.9pp | 345.46%-333.4pp |
| Employer contribution / active EE | $6,461 | $5,857+10.3% | $5,144+25.6% | $4,764+35.6% |
| Participant deferral / active EE | $8,517 | $5,948+43.2% | $5,198+63.9% | $5,851+45.6% |
| Admin fee / account holder | $5,939 | $17,112-65.3% | $13,956-57.4% | $11,601-48.8% |