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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 | $166,455 | $198,461-16.1% | $170,436-2.3% | $147,585+12.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.50% | 257.30%-251.8pp | 205.94%-200.4pp | 578.57%-573.1pp |
| Employer contribution / active EE | $6,965 | $6,184+12.6% | $5,433+28.2% | $4,876+42.8% |
| Participant deferral / active EE | $4,416 | $5,629-21.6% | $4,939-10.6% | $5,439-18.8% |
| Admin fee / account holder | $172,014 | $16,852+920.7% | $13,880+1139.3% | $10,885+1480.2% |