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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 | $186,200 | $183,539+1.4% | $155,556+19.7% | $145,897+27.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.37% | 61.31%-54.9pp | 64.84%-58.5pp | 552.29%-545.9pp |
| Employer contribution / active EE | $31,689 | $5,315+496.2% | $4,675+577.8% | $4,663+579.6% |
| Participant deferral / active EE | $13,344 | $6,467+106.3% | $5,631+137.0% | $6,689+99.5% |
| Admin fee / account holder | $19,813 | $19,275+2.8% | $15,885+24.7% | $13,390+48.0% |