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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 | $164,528 | $162,136+1.5% | $152,301+8.0% | $154,746+6.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.76% | 91.02%-80.3pp | 80.50%-69.7pp | 172.34%-161.6pp |
| Employer contribution / active EE | $5,200 | $4,890+6.3% | $4,624+12.4% | $4,379+18.7% |
| Participant deferral / active EE | $28,000 | $8,341+235.7% | $8,004+249.8% | $6,730+316.0% |
| Admin fee / account holder | $3,230 | $15,759-79.5% | $14,398-77.6% | $14,365-77.5% |