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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 | $211,550 | $202,342+4.6% | $172,753+22.5% | $152,909+38.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.32% | 1029.88%-1020.6pp | 803.00%-793.7pp | 345.46%-336.1pp |
| Employer contribution / active EE | $3,368 | $5,857-42.5% | $5,144-34.5% | $4,764-29.3% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,766 | $17,112-60.5% | $13,956-51.5% | $11,601-41.7% |