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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 | $173,629 | $171,867+1.0% | $149,721+16.0% | $147,586+17.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.98% | 2113.36%-2105.4pp | 1501.67%-1493.7pp | 578.59%-570.6pp |
| Employer contribution / active EE | $6,654 | $6,275+6.1% | $5,444+22.2% | $4,876+36.5% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $725 | $13,799-94.7% | $11,282-93.6% | $10,886-93.3% |