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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 | $169,926 | $129,737+31.0% | $119,126+42.6% | $154,746+9.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 4.87% | 379.08%-374.2pp | 282.11%-277.2pp | 172.34%-167.5pp |
| Employer contribution / active EE | $5,036 | $4,375+15.1% | $4,034+24.9% | $4,379+15.0% |
| Participant deferral / active EE | $6,375 | $5,842+9.1% | $5,318+19.9% | $6,730-5.3% |
| Admin fee / account holder | $25,268 | $11,961+111.3% | $10,693+136.3% | $14,365+75.9% |