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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 | $203,983 | $198,462+2.8% | $170,439+19.7% | $147,585+38.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.68% | 257.30%-249.6pp | 205.94%-198.3pp | 578.58%-570.9pp |
| Employer contribution / active EE | $6,052 | $6,184-2.1% | $5,433+11.4% | $4,876+24.1% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,228 | $16,852-86.8% | $13,881-83.9% | $10,886-79.5% |