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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 | $202,460+3.3% | $169,385+23.5% | $139,456+50.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 3.82% | 532.07%-528.3pp | 405.82%-402.0pp | 373.45%-369.6pp |
| Employer contribution / active EE | $1,382 | $4,691-70.5% | $4,012-65.6% | $4,753-70.9% |
| Participant deferral / active EE | $8,200 | $6,938+18.2% | $6,221+31.8% | $6,711+22.2% |
| Admin fee / account holder | $1,581 | $10,719-85.3% | $9,011-82.5% | $11,407-86.1% |