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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 | $190,430 | $183,592+3.7% | $155,574+22.4% | $145,877+30.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.52% | 61.37%-54.9pp | 64.87%-58.3pp | 551.28%-544.8pp |
| Employer contribution / active EE | $1,988 | $5,317-62.6% | $4,676-57.5% | $4,663-57.4% |
| Participant deferral / active EE | $12,767 | $6,466+97.4% | $5,629+126.8% | $6,691+90.8% |
| Admin fee / account holder | $2,857 | $19,316-85.2% | $15,914-82.0% | $13,402-78.7% |