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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 | $157,370 | $176,077-10.6% | $159,455-1.3% | $167,518-6.1% |
| Participation rate | 86.7% | 84.9%+1.7pp | 82.8%+3.8pp | 82.1%+4.6pp |
| Annual return | 9.17% | 331.83%-322.7pp | 263.63%-254.5pp | 478.71%-469.5pp |
| Employer contribution / active EE | $12,000 | $5,298+126.5% | $4,830+148.4% | $4,838+148.0% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $10,840 | $12,556-13.7% | $10,800+0.4% | $12,312-12.0% |