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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 | $105,755 | $183,539-42.4% | $155,556-32.0% | $145,897-27.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 6.49% | 61.31%-54.8pp | 64.84%-58.3pp | 552.29%-545.8pp |
| Employer contribution / active EE | $9,955 | $5,315+87.3% | $4,675+112.9% | $4,663+113.5% |
| Participant deferral / active EE | $8,902 | $6,467+37.7% | $5,631+58.1% | $6,689+33.1% |
| Admin fee / account holder | $426 | $19,275-97.8% | $15,885-97.3% | $13,390-96.8% |