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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 | $161,507 | $175,257-7.8% | $149,717+7.9% | $139,456+15.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.61% | 166.70%-157.1pp | 134.41%-124.8pp | 373.45%-363.8pp |
| Employer contribution / active EE | $22,716 | $5,477+314.8% | $4,820+371.3% | $4,753+378.0% |
| Participant deferral / active EE | $11,250 | $6,521+72.5% | $5,682+98.0% | $6,711+67.6% |
| Admin fee / account holder | $1,179 | $16,156-92.7% | $13,213-91.1% | $11,407-89.7% |