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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 | $183,592-3.1% | $155,574+14.3% | $145,877+21.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.97% | 61.37%-54.4pp | 64.87%-57.9pp | 551.28%-544.3pp |
| Employer contribution / active EE | $2,351 | $5,317-55.8% | $4,676-49.7% | $4,663-49.6% |
| Participant deferral / active EE | $5,698 | $6,466-11.9% | $5,629+1.2% | $6,691-14.8% |
| Admin fee / account holder | $27,692 | $19,316+43.4% | $15,914+74.0% | $13,402+106.6% |