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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 | $162,463 | $159,934+1.6% | $147,005+10.5% | $145,959+11.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.00% | 98.24%-92.2pp | 418.76%-412.8pp | 561.95%-555.9pp |
| Employer contribution / active EE | $19,589 | $5,287+270.5% | $4,934+297.0% | $4,661+320.3% |
| Participant deferral / active EE | $12,525 | $8,427+48.6% | $8,070+55.2% | $6,689+87.3% |
| Admin fee / account holder | $889 | $15,053-94.1% | $13,006-93.2% | $13,398-93.4% |