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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 | $233,317 | $209,422+11.4% | $178,503+30.7% | $158,982+46.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.05% | 188.81%-184.8pp | 151.12%-147.1pp | 302.99%-298.9pp |
| Employer contribution / active EE | $4,556 | $5,707-20.2% | $5,011-9.1% | $4,763-4.4% |
| Participant deferral / active EE | $3,692 | $5,955-38.0% | $5,202-29.0% | $5,983-38.3% |
| Admin fee / account holder | $4,944 | $17,079-71.1% | $13,987-64.7% | $11,252-56.1% |