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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 | $143,239 | $175,231-18.3% | $149,696-4.3% | $139,466+2.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.06% | 166.77%-156.7pp | 134.46%-124.4pp | 373.66%-363.6pp |
| Employer contribution / active EE | $7,182 | $5,478+31.1% | $4,821+49.0% | $4,754+51.1% |
| Participant deferral / active EE | $3,125 | $6,521-52.1% | $5,682-45.0% | $6,712-53.4% |
| Admin fee / account holder | $783 | $16,155-95.2% | $13,212-94.1% | $11,409-93.1% |