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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 | $166,874 | $160,070+4.3% | $147,117+13.4% | $145,897+14.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.46% | 98.69%-93.2pp | 420.54%-415.1pp | 552.29%-546.8pp |
| Employer contribution / active EE | $69,000 | $5,285+1205.7% | $4,932+1298.9% | $4,663+1379.9% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $750 | $15,035-95.0% | $12,993-94.2% | $13,390-94.4% |