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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 | $226,913 | $105,200+115.7% | $159,474+42.3% | $85,847+164.3% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.8%+14.0pp | 69.3%+27.6pp |
| Annual return | 10.54% | 45.08%-34.5pp | 263.68%-253.1pp | 318.61%-308.1pp |
| Employer contribution / active EE | $6,193 | $3,319+86.6% | $4,831+28.2% | $2,565+141.4% |
| Participant deferral / active EE | $8,114 | $5,946+36.5% | $7,353+10.3% | $3,952+105.3% |
| Admin fee / account holder | $9,793 | $6,934+41.2% | $10,802-9.3% | $6,261+56.4% |