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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 | $219,334 | $175,259+25.1% | $149,723+46.5% | $139,487+57.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.98% | 166.82%-161.8pp | 134.50%-129.5pp | 373.84%-368.9pp |
| Employer contribution / active EE | $1,472 | $5,478-73.1% | $4,821-69.5% | $4,755-69.0% |
| Participant deferral / active EE | $1,936 | $6,522-70.3% | $5,682-65.9% | $6,713-71.2% |
| Admin fee / account holder | $16,667 | $16,158+3.1% | $13,215+26.1% | $11,407+46.1% |