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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 | $150,172 | $202,342-25.8% | $172,753-13.1% | $152,909-1.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.98% | 1029.88%-1017.9pp | 803.00%-791.0pp | 345.46%-333.5pp |
| Employer contribution / active EE | $3,381 | $5,857-42.3% | $5,144-34.3% | $4,764-29.0% |
| Participant deferral / active EE | $7,049 | $5,948+18.5% | $5,198+35.6% | $5,851+20.5% |
| Admin fee / account holder | $169,094 | $17,112+888.2% | $13,956+1111.7% | $11,601+1357.6% |