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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 | $222,841 | $217,432+2.5% | $185,851+19.9% | $167,553+33.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.34% | 148.43%-148.1pp | 122.11%-121.8pp | 478.89%-478.6pp |
| Employer contribution / active EE | $25,995 | $5,874+342.5% | $5,168+402.9% | $4,840+437.1% |
| Participant deferral / active EE | $26,225 | $6,357+312.5% | $5,569+370.9% | $6,343+313.5% |
| Admin fee / account holder | $2,004 | $19,820-89.9% | $16,245-87.7% | $12,316-83.7% |