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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 | $170,641 | $160,028+6.6% | $147,080+16.0% | $145,884+17.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.19% | 98.60%-89.4pp | 420.17%-411.0pp | 551.85%-542.7pp |
| Employer contribution / active EE | $3,378 | $5,286-36.1% | $4,933-31.5% | $4,662-27.5% |
| Participant deferral / active EE | $7,947 | $8,422-5.6% | $8,066-1.5% | $6,690+18.8% |
| Admin fee / account holder | $838 | $15,030-94.4% | $12,989-93.5% | $13,392-93.7% |