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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 | $160,543 | $172,111-6.7% | $150,298+6.8% | $137,256+17.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.72% | 69.37%-58.7pp | 62.79%-52.1pp | 220.34%-209.6pp |
| Employer contribution / active EE | $7,032 | $4,636+51.7% | $4,154+69.3% | $4,156+69.2% |
| Participant deferral / active EE | $9,047 | $6,166+46.7% | $5,453+65.9% | $6,407+41.2% |
| Admin fee / account holder | $5,634 | $16,471-65.8% | $14,116-60.1% | $12,270-54.1% |