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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 | $216,700 | $209,428+3.5% | $178,498+21.4% | $158,950+36.3% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 3.34% | 188.78%-185.4pp | 151.09%-147.8pp | 302.91%-299.6pp |
| Employer contribution / active EE | $9,316 | $5,707+63.2% | $5,011+85.9% | $4,762+95.6% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $15,199 | $17,077-11.0% | $13,985+8.7% | $11,248+35.1% |