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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 | $233,394 | $159,934+45.9% | $147,005+58.8% | $145,959+59.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.96% | 98.24%-90.3pp | 418.76%-410.8pp | 561.95%-554.0pp |
| Employer contribution / active EE | $5,586 | $5,287+5.6% | $4,934+13.2% | $4,661+19.8% |
| Participant deferral / active EE | $2,743 | $8,427-67.4% | $8,070-66.0% | $6,689-59.0% |
| Admin fee / account holder | $1,162 | $15,053-92.3% | $13,006-91.1% | $13,398-91.3% |