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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 | $171,064 | $108,942+57.0% | $100,415+70.4% | $145,897+17.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.98% | 58.27%-49.3pp | 49.47%-40.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $17,571 | $4,422+297.4% | $3,943+345.6% | $4,663+276.8% |
| Participant deferral / active EE | $12,800 | $8,461+51.3% | $8,091+58.2% | $6,689+91.4% |
| Admin fee / account holder | $1,690 | $9,702-82.6% | $7,906-78.6% | $13,390-87.4% |