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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 | $177,838 | $183,539-3.1% | $155,556+14.3% | $145,897+21.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.97% | 61.31%-54.3pp | 64.84%-57.9pp | 552.29%-545.3pp |
| Employer contribution / active EE | $2,351 | $5,315-55.8% | $4,675-49.7% | $4,663-49.6% |
| Participant deferral / active EE | $5,698 | $6,467-11.9% | $5,631+1.2% | $6,689-14.8% |
| Admin fee / account holder | $27,692 | $19,275+43.7% | $15,885+74.3% | $13,390+106.8% |