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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 | $171,186 | $165,381+3.5% | $149,730+14.3% | $158,966+7.7% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | -0.39% | 348.29%-348.7pp | 276.70%-277.1pp | 302.95%-303.3pp |
| Employer contribution / active EE | $7,138 | $5,104+39.8% | $4,645+53.7% | $4,762+49.9% |
| Participant deferral / active EE | $4,447 | $7,182-38.1% | $6,843-35.0% | $5,983-25.7% |
| Admin fee / account holder | $1,865 | $10,809-82.7% | $9,310-80.0% | $11,250-83.4% |