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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 | $186,357 | $183,988+1.3% | $162,177+14.9% | $152,897+21.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 3.96% | 150.79%-146.8pp | 115.60%-111.6pp | 345.43%-341.5pp |
| Employer contribution / active EE | $10,533 | $6,370+65.4% | $5,613+87.7% | $4,764+121.1% |
| Participant deferral / active EE | $12,117 | $8,032+50.9% | $7,297+66.1% | $5,851+107.1% |
| Admin fee / account holder | $156,578 | $13,123+1093.1% | $10,843+1344.0% | $11,599+1249.9% |