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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 | $167,932 | $160,070+4.9% | $147,117+14.1% | $145,897+15.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 4.79% | 98.69%-93.9pp | 420.54%-415.8pp | 552.29%-547.5pp |
| Employer contribution / active EE | $7,653 | $5,285+44.8% | $4,932+55.1% | $4,663+64.1% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,725 | $15,035-88.5% | $12,993-86.7% | $13,390-87.1% |