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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 | $157,893 | $183,516-14.0% | $155,534+1.5% | $145,884+8.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.24% | 61.43%-55.2pp | 64.92%-58.7pp | 551.85%-545.6pp |
| Employer contribution / active EE | $60,000 | $5,315+1029.0% | $4,675+1183.5% | $4,662+1186.9% |
| Participant deferral / active EE | $23,000 | $6,467+255.7% | $5,630+308.5% | $6,690+243.8% |
| Admin fee / account holder | $30,085 | $19,293+55.9% | $15,900+89.2% | $13,392+124.7% |