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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 | $159,223 | $160,070-0.5% | $147,117+8.2% | $145,897+9.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.44% | 98.69%-91.2pp | 420.54%-413.1pp | 552.29%-544.9pp |
| Employer contribution / active EE | $12,294 | $5,285+132.6% | $4,932+149.2% | $4,663+163.7% |
| Participant deferral / active EE | $8,749 | $8,419+3.9% | $8,065+8.5% | $6,689+30.8% |
| Admin fee / account holder | $1,438 | $15,035-90.4% | $12,993-88.9% | $13,390-89.3% |