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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 | $188,133 | $209,425-10.2% | $178,499+5.4% | $158,966+18.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.91% | 188.80%-183.9pp | 151.10%-146.2pp | 302.95%-298.0pp |
| Employer contribution / active EE | $2,835 | $5,707-50.3% | $5,011-43.4% | $4,762-40.5% |
| Participant deferral / active EE | $9,067 | $5,955+52.3% | $5,202+74.3% | $5,983+51.5% |
| Admin fee / account holder | $2,518 | $17,078-85.3% | $13,986-82.0% | $11,250-77.6% |