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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 | $168,206 | $202,342-16.9% | $172,752-2.6% | $152,897+10.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.13% | 1029.83%-1020.7pp | 802.97%-793.8pp | 345.43%-336.3pp |
| Employer contribution / active EE | $6,909 | $5,858+18.0% | $5,144+34.3% | $4,764+45.0% |
| Participant deferral / active EE | $4,167 | $5,948-30.0% | $5,198-19.8% | $5,851-28.8% |
| Admin fee / account holder | $26,604 | $17,111+55.5% | $13,955+90.6% | $11,599+129.4% |