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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 | $175,921 | $154,228+14.1% | $145,433+21.0% | $137,256+28.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.73% | 74.59%-69.9pp | 66.58%-61.8pp | 220.34%-215.6pp |
| Employer contribution / active EE | $37,169 | $4,804+673.7% | $4,554+716.1% | $4,156+794.3% |
| Participant deferral / active EE | $15,500 | $8,216+88.6% | $7,897+96.3% | $6,407+141.9% |
| Admin fee / account holder | $1,164 | $14,344-91.9% | $13,129-91.1% | $12,270-90.5% |