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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 | $135,273 | $132,099+2.4% | $115,599+17.0% | $138,895-2.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 7.74% | 176.76%-169.0pp | 111.10%-103.4pp | 145.39%-137.7pp |
| Employer contribution / active EE | $15,000 | $3,416+339.1% | $2,955+407.5% | $4,194+257.6% |
| Participant deferral / active EE | $6,622 | $5,617+17.9% | $4,889+35.4% | $6,396+3.5% |
| Admin fee / account holder | $7,097 | $15,650-54.7% | $12,841-44.7% | $12,562-43.5% |