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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 | $159,687 | $129,737+23.1% | $119,126+34.0% | $154,746+3.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 9.43% | 379.08%-369.7pp | 282.11%-272.7pp | 172.34%-162.9pp |
| Employer contribution / active EE | $5,248 | $4,375+20.0% | $4,034+30.1% | $4,379+19.9% |
| Participant deferral / active EE | $8,656 | $5,842+48.2% | $5,318+62.8% | $6,730+28.6% |
| Admin fee / account holder | $155,669 | $11,961+1201.5% | $10,693+1355.8% | $14,365+983.6% |