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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 | $171,617 | $108,942+57.5% | $100,415+70.9% | $145,897+17.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 7.56% | 58.27%-50.7pp | 49.47%-41.9pp | 552.29%-544.7pp |
| Employer contribution / active EE | $2,131 | $4,422-51.8% | $3,943-46.0% | $4,663-54.3% |
| Participant deferral / active EE | $9,900 | $8,461+17.0% | $8,091+22.4% | $6,689+48.0% |
| Admin fee / account holder | $437 | $9,702-95.5% | $7,906-94.5% | $13,390-96.7% |