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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 | $143,281 | $172,111-16.8% | $150,298-4.7% | $137,256+4.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.39% | 69.37%-60.0pp | 62.79%-53.4pp | 220.34%-210.9pp |
| Employer contribution / active EE | $3,349 | $4,636-27.8% | $4,154-19.4% | $4,156-19.4% |
| Participant deferral / active EE | $2,832 | $6,166-54.1% | $5,453-48.1% | $6,407-55.8% |
| Admin fee / account holder | $37,667 | $16,471+128.7% | $14,116+166.8% | $12,270+207.0% |