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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 | $163,663 | $183,539-10.8% | $155,556+5.2% | $145,897+12.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.07% | 61.31%-53.2pp | 64.84%-56.8pp | 552.29%-544.2pp |
| Employer contribution / active EE | $7,618 | $5,315+43.3% | $4,675+62.9% | $4,663+63.4% |
| Participant deferral / active EE | $16,444 | $6,467+154.3% | $5,631+192.0% | $6,689+145.8% |
| Admin fee / account holder | $1,758 | $19,275-90.9% | $15,885-88.9% | $13,390-86.9% |