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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 | $106,137 | $105,158+0.9% | $94,672+12.1% | $139,487-23.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 10.26% | 38.11%-27.8pp | 156.89%-146.6pp | 373.84%-363.6pp |
| Employer contribution / active EE | $3,919 | $4,107-4.6% | $3,673+6.7% | $4,755-17.6% |
| Participant deferral / active EE | $13,688 | $7,599+80.1% | $7,417+84.5% | $6,713+103.9% |
| Admin fee / account holder | $2,247 | $8,972-75.0% | $7,222-68.9% | $11,407-80.3% |