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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 | $178,710 | $171,867+4.0% | $149,721+19.4% | $147,586+21.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 3.41% | 2113.36%-2110.0pp | 1501.67%-1498.3pp | 578.59%-575.2pp |
| Employer contribution / active EE | $11,210 | $6,275+78.7% | $5,444+105.9% | $4,876+129.9% |
| Participant deferral / active EE | $12,000 | $7,270+65.1% | $6,568+82.7% | $5,439+120.6% |
| Admin fee / account holder | $2,573 | $13,799-81.4% | $11,282-77.2% | $10,886-76.4% |