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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 | $169,407 | $111,535+51.9% | $105,223+61.0% | $137,256+23.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.36% | 237.85%-228.5pp | 180.65%-171.3pp | 220.34%-211.0pp |
| Employer contribution / active EE | $3,912 | $3,939-0.7% | $3,689+6.1% | $4,156-5.9% |
| Participant deferral / active EE | $15,162 | $5,500+175.7% | $5,072+199.0% | $6,407+136.7% |
| Admin fee / account holder | $57,819 | $9,721+494.8% | $8,859+552.7% | $12,270+371.2% |