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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 | $177,029 | $209,874-15.7% | $189,537-6.6% | $167,536+5.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 4.87% | 748.61%-743.7pp | 555.34%-550.5pp | 478.82%-473.9pp |
| Employer contribution / active EE | $16,667 | $6,913+141.1% | $6,161+170.5% | $4,839+244.4% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,387 | $14,299-69.3% | $12,048-63.6% | $12,315-64.4% |