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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 | $164,030 | $223,823-26.7% | $211,142-22.3% | $154,746+6.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 9.29% | 50.39%-41.1pp | 46.84%-37.5pp | 172.34%-163.0pp |
| Employer contribution / active EE | $22,345 | $6,787+229.3% | $6,442+246.9% | $4,379+410.3% |
| Participant deferral / active EE | $12,256 | $9,750+25.7% | $9,284+32.0% | $6,730+82.1% |
| Admin fee / account holder | $97,694 | $19,707+395.7% | $19,076+412.1% | $14,365+580.1% |