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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 | $241,707 | $202,345+19.5% | $172,755+39.9% | $152,885+58.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 1.87% | 1029.77%-1027.9pp | 802.94%-801.1pp | 345.39%-343.5pp |
| Employer contribution / active EE | $1,932 | $5,858-67.0% | $5,144-62.5% | $4,763-59.4% |
| Participant deferral / active EE | $3,104 | $5,948-47.8% | $5,198-40.3% | $5,851-47.0% |
| Admin fee / account holder | $19,027 | $17,111+11.2% | $13,955+36.3% | $11,598+64.1% |