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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 | $187,519 | $209,425-10.5% | $178,499+5.1% | $158,966+18.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.34% | 188.80%-185.5pp | 151.10%-147.8pp | 302.95%-299.6pp |
| Employer contribution / active EE | $6,948 | $5,707+21.7% | $5,011+38.6% | $4,762+45.9% |
| Participant deferral / active EE | $5,478 | $5,955-8.0% | $5,202+5.3% | $5,983-8.4% |
| Admin fee / account holder | $7,600 | $17,078-55.5% | $13,986-45.7% | $11,250-32.4% |