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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 | $170,962 | $172,111-0.7% | $150,298+13.7% | $137,256+24.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 2.07% | 69.37%-67.3pp | 62.79%-60.7pp | 220.34%-218.3pp |
| Employer contribution / active EE | $7,282 | $4,636+57.1% | $4,154+75.3% | $4,156+75.2% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,267 | $16,471-68.0% | $14,116-62.7% | $12,270-57.1% |