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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 | $192,285 | $184,000+4.5% | $162,185+18.6% | $152,909+25.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 9.92% | 150.80%-140.9pp | 115.61%-105.7pp | 345.46%-335.5pp |
| Employer contribution / active EE | $5,915 | $6,370-7.2% | $5,613+5.4% | $4,764+24.2% |
| Participant deferral / active EE | $8,057 | $8,033+0.3% | $7,297+10.4% | $5,851+37.7% |
| Admin fee / account holder | $10,548 | $13,124-19.6% | $10,844-2.7% | $11,601-9.1% |