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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 | $139,664 | $172,111-18.9% | $150,298-7.1% | $137,256+1.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.65% | 69.37%-58.7pp | 62.79%-52.1pp | 220.34%-209.7pp |
| Employer contribution / active EE | $5,110 | $4,636+10.2% | $4,154+23.0% | $4,156+22.9% |
| Participant deferral / active EE | $2,564 | $6,166-58.4% | $5,453-53.0% | $6,407-60.0% |
| Admin fee / account holder | $726 | $16,471-95.6% | $14,116-94.9% | $12,270-94.1% |