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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 | $184,771 | $175,259+5.4% | $149,723+23.4% | $139,487+32.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.75% | 166.82%-158.1pp | 134.50%-125.7pp | 373.84%-365.1pp |
| Employer contribution / active EE | $2,550 | $5,478-53.5% | $4,821-47.1% | $4,755-46.4% |
| Participant deferral / active EE | $15,000 | $6,522+130.0% | $5,682+164.0% | $6,713+123.5% |
| Admin fee / account holder | $9,014 | $16,158-44.2% | $13,215-31.8% | $11,407-21.0% |