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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 | $165,338 | $185,312-10.8% | $161,489+2.4% | $154,746+6.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 8.32% | 103.84%-95.5pp | 89.72%-81.4pp | 172.34%-164.0pp |
| Employer contribution / active EE | $11,430 | $4,769+139.7% | $4,268+167.8% | $4,379+161.0% |
| Participant deferral / active EE | $7,971 | $6,350+25.5% | $5,630+41.6% | $6,730+18.4% |
| Admin fee / account holder | $2,050 | $18,654-89.0% | $16,006-87.2% | $14,365-85.7% |