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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 | $177,862 | $162,812+9.2% | $133,971+32.8% | $158,966+11.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 3.55% | 41.94%-38.4pp | 45.09%-41.5pp | 302.95%-299.4pp |
| Employer contribution / active EE | $18,397 | $4,976+269.7% | $3,919+369.5% | $4,762+286.3% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $12,500 | $11,741+6.5% | $8,929+40.0% | $11,250+11.1% |