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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 | $146,977 | $209,847-30.0% | $189,520-22.4% | $167,518-12.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.69% | 748.45%-739.8pp | 555.25%-546.6pp | 478.71%-470.0pp |
| Employer contribution / active EE | $8,000 | $6,913+15.7% | $6,161+29.9% | $4,838+65.3% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,001 | $14,295-72.0% | $12,046-66.8% | $12,312-67.5% |