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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 | $183,831 | $183,539+0.2% | $155,556+18.2% | $145,897+26.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 7.68% | 61.31%-53.6pp | 64.84%-57.2pp | 552.29%-544.6pp |
| Employer contribution / active EE | $10,024 | $5,315+88.6% | $4,675+114.4% | $4,663+115.0% |
| Participant deferral / active EE | $9,081 | $6,467+40.4% | $5,631+61.3% | $6,689+35.8% |
| Admin fee / account holder | $2,272 | $19,275-88.2% | $15,885-85.7% | $13,390-83.0% |