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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 | $179,958 | $172,111+4.6% | $150,298+19.7% | $137,256+31.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 0.21% | 69.37%-69.2pp | 62.79%-62.6pp | 220.34%-220.1pp |
| Employer contribution / active EE | $2,483 | $4,636-46.4% | $4,154-40.2% | $4,156-40.3% |
| Participant deferral / active EE | $31,000 | $6,166+402.8% | $5,453+468.5% | $6,407+383.9% |
| Admin fee / account holder | $1,915 | $16,471-88.4% | $14,116-86.4% | $12,270-84.4% |