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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 | $164,901 | $160,070+3.0% | $147,117+12.1% | $145,897+13.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.17% | 98.69%-91.5pp | 420.54%-413.4pp | 552.29%-545.1pp |
| Employer contribution / active EE | $1,679 | $5,285-68.2% | $4,932-66.0% | $4,663-64.0% |
| Participant deferral / active EE | $6,926 | $8,419-17.7% | $8,065-14.1% | $6,689+3.5% |
| Admin fee / account holder | $6,275 | $15,035-58.3% | $12,993-51.7% | $13,390-53.1% |