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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 | $153,907 | $184,000-16.4% | $162,185-5.1% | $152,909+0.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 11.33% | 150.80%-139.5pp | 115.61%-104.3pp | 345.46%-334.1pp |
| Employer contribution / active EE | $5,000 | $6,370-21.5% | $5,613-10.9% | $4,764+5.0% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $14,113 | $13,124+7.5% | $10,844+30.2% | $11,601+21.7% |