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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 | $171,031 | $209,888-18.5% | $189,545-9.8% | $167,553+2.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 5.54% | 748.66%-743.1pp | 555.36%-549.8pp | 478.89%-473.4pp |
| Employer contribution / active EE | $14,744 | $6,915+113.2% | $6,162+139.3% | $4,840+204.7% |
| Participant deferral / active EE | $5,600 | $8,934-37.3% | $8,220-31.9% | $6,343-11.7% |
| Admin fee / account holder | $21,396 | $14,300+49.6% | $12,049+77.6% | $12,316+73.7% |