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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 | $198,588 | $209,422-5.2% | $178,503+11.3% | $158,982+24.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.71% | 188.81%-183.1pp | 151.12%-145.4pp | 302.99%-297.3pp |
| Employer contribution / active EE | $2,622 | $5,707-54.1% | $5,011-47.7% | $4,763-44.9% |
| Participant deferral / active EE | $8,086 | $5,955+35.8% | $5,202+55.4% | $5,983+35.1% |
| Admin fee / account holder | $2,808 | $17,079-83.6% | $13,987-79.9% | $11,252-75.0% |