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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 | $183,499 | $183,5390% | $155,556+18.0% | $145,897+25.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 5.67% | 61.31%-55.6pp | 64.84%-59.2pp | 552.29%-546.6pp |
| Employer contribution / active EE | $3,351 | $5,315-37.0% | $4,675-28.3% | $4,663-28.1% |
| Participant deferral / active EE | $4,885 | $6,467-24.5% | $5,631-13.2% | $6,689-27.0% |
| Admin fee / account holder | $974 | $19,275-94.9% | $15,885-93.9% | $13,390-92.7% |