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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 | $159,600 | $202,342-21.1% | $172,752-7.6% | $152,897+4.4% |
| Participation rate | 84.2% | 87.1%-2.8pp | 82.6%+1.6pp | 82.5%+1.8pp |
| Annual return | 8.71% | 1029.83%-1021.1pp | 802.97%-794.3pp | 345.43%-336.7pp |
| Employer contribution / active EE | $12,721 | $5,858+117.2% | $5,144+147.3% | $4,764+167.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,265 | $17,111-80.9% | $13,955-76.6% | $11,599-71.9% |