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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 | $201,932 | $183,539+10.0% | $155,556+29.8% | $145,897+38.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.75% | 61.31%-53.6pp | 64.84%-57.1pp | 552.29%-544.5pp |
| Employer contribution / active EE | $1,779 | $5,315-66.5% | $4,675-62.0% | $4,663-61.8% |
| Participant deferral / active EE | $12,200 | $6,467+88.7% | $5,631+116.7% | $6,689+82.4% |
| Admin fee / account holder | $1,835 | $19,275-90.5% | $15,885-88.5% | $13,390-86.3% |