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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 | $160,663 | $183,539-12.5% | $155,556+3.3% | $145,897+10.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.94% | 61.31%-53.4pp | 64.84%-56.9pp | 552.29%-544.4pp |
| Employer contribution / active EE | $5,043 | $5,315-5.1% | $4,675+7.9% | $4,663+8.2% |
| Participant deferral / active EE | $4,136 | $6,467-36.0% | $5,631-26.5% | $6,689-38.2% |
| Admin fee / account holder | $7,208 | $19,275-62.6% | $15,885-54.6% | $13,390-46.2% |