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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 | $180,808 | $176,077+2.7% | $159,455+13.4% | $167,518+7.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.13% | 331.83%-323.7pp | 263.63%-255.5pp | 478.71%-470.6pp |
| Employer contribution / active EE | $17,539 | $5,298+231.0% | $4,830+263.1% | $4,838+262.5% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $14,627 | $12,556+16.5% | $10,800+35.4% | $12,312+18.8% |