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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 | $163,432 | $111,535+46.5% | $105,223+55.3% | $137,256+19.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.56% | 237.85%-226.3pp | 180.65%-169.1pp | 220.34%-208.8pp |
| Employer contribution / active EE | $4,744 | $3,939+20.4% | $3,689+28.6% | $4,156+14.1% |
| Participant deferral / active EE | $7,008 | $5,500+27.4% | $5,072+38.2% | $6,407+9.4% |
| Admin fee / account holder | $1,156 | $9,721-88.1% | $8,859-86.9% | $12,270-90.6% |