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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 | $165,838 | $178,174-6.9% | $156,181+6.2% | $137,256+20.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 4.91% | 84.19%-79.3pp | 64.87%-60.0pp | 220.34%-215.4pp |
| Employer contribution / active EE | $10,300 | $4,972+107.2% | $4,294+139.9% | $4,156+147.8% |
| Participant deferral / active EE | $5,954 | $6,888-13.6% | $6,132-2.9% | $6,407-7.1% |
| Admin fee / account holder | $877 | $17,404-95.0% | $14,586-94.0% | $12,270-92.8% |