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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 | $167,345 | $202,342-17.3% | $172,752-3.1% | $152,897+9.4% |
| Participation rate | 76.9% | 87.1%-10.1pp | 82.6%-5.7pp | 82.5%-5.5pp |
| Annual return | 0.48% | 1029.83%-1029.3pp | 802.97%-802.5pp | 345.43%-344.9pp |
| Employer contribution / active EE | $10,970 | $5,858+87.3% | $5,144+113.3% | $4,764+130.3% |
| Participant deferral / active EE | $7,401 | $5,948+24.4% | $5,198+42.4% | $5,851+26.5% |
| Admin fee / account holder | $2,317 | $17,111-86.5% | $13,955-83.4% | $11,599-80.0% |