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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 | $161,872 | $175,231-7.6% | $149,696+8.1% | $139,466+16.1% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 9.80% | 166.77%-157.0pp | 134.46%-124.7pp | 373.66%-363.9pp |
| Employer contribution / active EE | $15,041 | $5,478+174.6% | $4,821+212.0% | $4,754+216.4% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $139,979 | $16,155+766.5% | $13,212+959.5% | $11,409+1127.0% |