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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 | $173,536 | $160,070+8.4% | $147,117+18.0% | $145,897+18.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.53% | 98.69%-90.2pp | 420.54%-412.0pp | 552.29%-543.8pp |
| Employer contribution / active EE | $3,311 | $5,285-37.3% | $4,932-32.9% | $4,663-29.0% |
| Participant deferral / active EE | $5,965 | $8,419-29.2% | $8,065-26.0% | $6,689-10.8% |
| Admin fee / account holder | $22,476 | $15,035+49.5% | $12,993+73.0% | $13,390+67.9% |