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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 | $175,063 | $157,296+11.3% | $141,191+24.0% | $152,897+14.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 6.84% | 64.34%-57.5pp | 71.41%-64.6pp | 345.43%-338.6pp |
| Employer contribution / active EE | $3,167 | $5,262-39.8% | $4,736-33.1% | $4,764-33.5% |
| Participant deferral / active EE | $13,150 | $7,111+84.9% | $6,710+96.0% | $5,851+124.7% |
| Admin fee / account holder | $5,829 | $12,125-51.9% | $10,264-43.2% | $11,599-49.7% |