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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 | $179,753 | $202,342-11.2% | $172,753+4.1% | $152,909+17.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.71% | 1029.88%-1019.2pp | 803.00%-792.3pp | 345.46%-334.8pp |
| Employer contribution / active EE | $2,801 | $5,857-52.2% | $5,144-45.5% | $4,764-41.2% |
| Participant deferral / active EE | $6,015 | $5,948+1.1% | $5,198+15.7% | $5,851+2.8% |
| Admin fee / account holder | $2,665 | $17,112-84.4% | $13,956-80.9% | $11,601-77.0% |