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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 | $167,695 | $165,361+1.4% | $149,715+12.0% | $158,950+5.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.86% | 348.24%-344.4pp | 276.66%-272.8pp | 302.91%-299.0pp |
| Employer contribution / active EE | $11,416 | $5,103+123.7% | $4,645+145.8% | $4,762+139.7% |
| Participant deferral / active EE | $2,522 | $7,182-64.9% | $6,842-63.1% | $5,983-57.9% |
| Admin fee / account holder | $3,601 | $10,808-66.7% | $9,310-61.3% | $11,248-68.0% |