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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 | $168,362 | $209,888-19.8% | $189,545-11.2% | $167,553+0.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 6.76% | 748.66%-741.9pp | 555.36%-548.6pp | 478.89%-472.1pp |
| Employer contribution / active EE | $19,444 | $6,915+181.2% | $6,162+215.5% | $4,840+301.8% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $14,081 | $14,300-1.5% | $12,049+16.9% | $12,316+14.3% |