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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 | $171,041 | $183,592-6.8% | $155,574+9.9% | $145,877+17.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.93% | 61.37%-56.4pp | 64.87%-59.9pp | 551.28%-546.4pp |
| Employer contribution / active EE | $5,198 | $5,317-2.2% | $4,676+11.2% | $4,663+11.5% |
| Participant deferral / active EE | $10,050 | $6,466+55.4% | $5,629+78.5% | $6,691+50.2% |
| Admin fee / account holder | $2,838 | $19,316-85.3% | $15,914-82.2% | $13,402-78.8% |