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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 | $185,842 | $183,968+1.0% | $162,166+14.6% | $152,870+21.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 4.67% | 150.77%-146.1pp | 115.59%-110.9pp | 345.34%-340.7pp |
| Employer contribution / active EE | $5,302 | $6,371-16.8% | $5,614-5.5% | $4,763+11.3% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $3,577 | $13,121-72.7% | $10,842-67.0% | $11,597-69.2% |