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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 | $179,045 | $202,440-11.6% | $169,390+5.7% | $139,466+28.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 7.55% | 532.36%-524.8pp | 406.07%-398.5pp | 373.66%-366.1pp |
| Employer contribution / active EE | $2,465 | $4,693-47.5% | $4,013-38.6% | $4,754-48.1% |
| Participant deferral / active EE | $3,034 | $6,940-56.3% | $6,222-51.2% | $6,712-54.8% |
| Admin fee / account holder | $58,333 | $10,722+444.0% | $9,015+547.1% | $11,409+411.3% |