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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 | $209,201 | $202,440+3.3% | $169,390+23.5% | $139,466+50.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 3.82% | 532.36%-528.5pp | 406.07%-402.3pp | 373.66%-369.8pp |
| Employer contribution / active EE | $1,382 | $4,693-70.6% | $4,013-65.6% | $4,754-70.9% |
| Participant deferral / active EE | $8,200 | $6,940+18.2% | $6,222+31.8% | $6,712+22.2% |
| Admin fee / account holder | $1,581 | $10,722-85.3% | $9,015-82.5% | $11,409-86.1% |