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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 | $167,494 | $202,342-17.2% | $172,752-3.0% | $152,897+9.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 2.51% | 1029.83%-1027.3pp | 802.97%-800.5pp | 345.43%-342.9pp |
| Employer contribution / active EE | $7,353 | $5,858+25.5% | $5,144+42.9% | $4,764+54.4% |
| Participant deferral / active EE | $7,353 | $5,948+23.6% | $5,198+41.5% | $5,851+25.7% |
| Admin fee / account holder | $8,840 | $17,111-48.3% | $13,955-36.7% | $11,599-23.8% |