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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 | $168,514 | $172,111-2.1% | $150,298+12.1% | $137,256+22.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.08% | 69.37%-59.3pp | 62.79%-52.7pp | 220.34%-210.3pp |
| Employer contribution / active EE | $11,076 | $4,636+138.9% | $4,154+166.6% | $4,156+166.5% |
| Participant deferral / active EE | $7,215 | $6,166+17.0% | $5,453+32.3% | $6,407+12.6% |
| Admin fee / account holder | $4,670 | $16,471-71.6% | $14,116-66.9% | $12,270-61.9% |