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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 | $185,298 | $209,422-11.5% | $178,503+3.8% | $158,982+16.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.60% | 188.81%-186.2pp | 151.12%-148.5pp | 302.99%-300.4pp |
| Employer contribution / active EE | $9,784 | $5,707+71.4% | $5,011+95.3% | $4,763+105.4% |
| Participant deferral / active EE | $6,077 | $5,955+2.1% | $5,202+16.8% | $5,983+1.6% |
| Admin fee / account holder | $7,798 | $17,079-54.3% | $13,987-44.2% | $11,252-30.7% |