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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 | $162,401 | $176,077-7.8% | $159,455+1.8% | $167,518-3.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.40% | 331.83%-322.4pp | 263.63%-254.2pp | 478.71%-469.3pp |
| Employer contribution / active EE | $1,271 | $5,298-76.0% | $4,830-73.7% | $4,838-73.7% |
| Participant deferral / active EE | $9,481 | $7,751+22.3% | $7,353+28.9% | $6,342+49.5% |
| Admin fee / account holder | $112,987 | $12,556+799.8% | $10,800+946.1% | $12,312+817.7% |