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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 | $169,792 | $175,259-3.1% | $149,723+13.4% | $139,487+21.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.64% | 166.82%-158.2pp | 134.50%-125.9pp | 373.84%-365.2pp |
| Employer contribution / active EE | $23,660 | $5,478+331.9% | $4,821+390.7% | $4,755+397.6% |
| Participant deferral / active EE | $15,000 | $6,522+130.0% | $5,682+164.0% | $6,713+123.5% |
| Admin fee / account holder | $7,386 | $16,158-54.3% | $13,215-44.1% | $11,407-35.3% |