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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 | $161,796 | $160,040+1.1% | $147,096+10.0% | $145,877+10.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.61% | 98.49%-92.9pp | 419.75%-414.1pp | 551.28%-545.7pp |
| Employer contribution / active EE | $11,721 | $5,289+121.6% | $4,936+137.5% | $4,663+151.4% |
| Participant deferral / active EE | $11,628 | $8,429+38.0% | $8,071+44.1% | $6,691+73.8% |
| Admin fee / account holder | $726 | $15,050-95.2% | $13,005-94.4% | $13,402-94.6% |