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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 | $249,012 | $202,342+23.1% | $172,753+44.1% | $152,909+62.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 1.09% | 1029.88%-1028.8pp | 803.00%-801.9pp | 345.46%-344.4pp |
| Employer contribution / active EE | $5,557 | $5,857-5.1% | $5,144+8.0% | $4,764+16.7% |
| Participant deferral / active EE | $6,654 | $5,948+11.9% | $5,198+28.0% | $5,851+13.7% |
| Admin fee / account holder | $51,339 | $17,112+200.0% | $13,956+267.9% | $11,601+342.6% |