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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 | $199,160 | $198,461+0.4% | $170,436+16.9% | $147,585+34.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.24% | 257.30%-252.1pp | 205.94%-200.7pp | 578.57%-573.3pp |
| Employer contribution / active EE | $3,315 | $6,184-46.4% | $5,433-39.0% | $4,876-32.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,340 | $16,852-44.6% | $13,880-32.7% | $10,885-14.2% |