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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 | $214,941 | $198,461+8.3% | $170,436+26.1% | $147,585+45.6% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 1.29% | 257.30%-256.0pp | 205.94%-204.6pp | 578.57%-577.3pp |
| Employer contribution / active EE | $8,269 | $6,184+33.7% | $5,433+52.2% | $4,876+69.6% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,168 | $16,852-93.1% | $13,880-91.6% | $10,885-89.3% |