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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 | $174,999 | $209,425-16.4% | $178,499-2.0% | $158,966+10.1% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 3.60% | 188.80%-185.2pp | 151.10%-147.5pp | 302.95%-299.3pp |
| Employer contribution / active EE | $10,987 | $5,707+92.5% | $5,011+119.2% | $4,762+130.7% |
| Participant deferral / active EE | $7,693 | $5,955+29.2% | $5,202+47.9% | $5,983+28.6% |
| Admin fee / account holder | $3,524 | $17,078-79.4% | $13,986-74.8% | $11,250-68.7% |