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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 | $213,675 | $202,342+5.6% | $172,753+23.7% | $152,909+39.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.51% | 1029.88%-1019.4pp | 803.00%-792.5pp | 345.46%-335.0pp |
| Employer contribution / active EE | $16,920 | $5,857+188.9% | $5,144+228.9% | $4,764+255.2% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,299 | $17,112-69.0% | $13,956-62.0% | $11,601-54.3% |