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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 | $171,586 | $202,342-15.2% | $172,752-0.7% | $152,897+12.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 8.48% | 1029.83%-1021.3pp | 802.97%-794.5pp | 345.43%-337.0pp |
| Employer contribution / active EE | $13,277 | $5,858+126.7% | $5,144+158.1% | $4,764+178.7% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,397 | $17,111-68.5% | $13,955-61.3% | $11,599-53.5% |