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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 | $161,164 | $172,111-6.4% | $150,298+7.2% | $137,256+17.4% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 10.11% | 69.37%-59.3pp | 62.79%-52.7pp | 220.34%-210.2pp |
| Employer contribution / active EE | $44,175 | $4,636+852.8% | $4,154+963.4% | $4,156+962.9% |
| Participant deferral / active EE | $22,325 | $6,166+262.1% | $5,453+309.4% | $6,407+248.5% |
| Admin fee / account holder | $193,957 | $16,471+1077.6% | $14,116+1274.0% | $12,270+1480.7% |