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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 | $180,009 | $175,259+2.7% | $149,723+20.2% | $139,487+29.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.12% | 166.82%-158.7pp | 134.50%-126.4pp | 373.84%-365.7pp |
| Employer contribution / active EE | $4,001 | $5,478-27.0% | $4,821-17.0% | $4,755-15.9% |
| Participant deferral / active EE | $2,053 | $6,522-68.5% | $5,682-63.9% | $6,713-69.4% |
| Admin fee / account holder | $1,699 | $16,158-89.5% | $13,215-87.1% | $11,407-85.1% |