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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 | $194,478 | $202,342-3.9% | $172,753+12.6% | $152,909+27.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.16% | 1029.88%-1026.7pp | 803.00%-799.8pp | 345.46%-342.3pp |
| Employer contribution / active EE | $12,974 | $5,857+121.5% | $5,144+152.2% | $4,764+172.3% |
| Participant deferral / active EE | $6,825 | $5,948+14.7% | $5,198+31.3% | $5,851+16.6% |
| Admin fee / account holder | $882,005 | $17,112+5054.4% | $13,956+6220.1% | $11,601+7503.0% |