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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 | $153,668 | $183,978-16.5% | $162,171-5.2% | $152,885+0.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 6.47% | 150.78%-144.3pp | 115.60%-109.1pp | 345.39%-338.9pp |
| Employer contribution / active EE | $3,903 | $6,370-38.7% | $5,613-30.5% | $4,763-18.1% |
| Participant deferral / active EE | $7,465 | $8,033-7.1% | $7,297+2.3% | $5,851+27.6% |
| Admin fee / account holder | $15,942 | $13,122+21.5% | $10,843+47.0% | $11,598+37.5% |