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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 | $164,375 | $102,429+60.5% | $147,096+11.7% | $80,925+103.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 10.79% | 135.02%-124.2pp | 419.75%-409.0pp | 35.65%-24.9pp |
| Employer contribution / active EE | $3,528 | $3,716-5.0% | $4,936-28.5% | $2,756+28.0% |
| Participant deferral / active EE | $8,379 | $6,649+26.0% | $8,071+3.8% | $4,299+94.9% |
| Admin fee / account holder | $10,510 | $7,957+32.1% | $13,005-19.2% | $6,940+51.4% |