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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 | $207,729 | $183,592+13.1% | $155,574+33.5% | $145,877+42.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.96% | 61.37%-53.4pp | 64.87%-56.9pp | 551.28%-543.3pp |
| Employer contribution / active EE | $2,346 | $5,317-55.9% | $4,676-49.8% | $4,663-49.7% |
| Participant deferral / active EE | $9,892 | $6,466+53.0% | $5,629+75.7% | $6,691+47.8% |
| Admin fee / account holder | $1,423 | $19,316-92.6% | $15,914-91.1% | $13,402-89.4% |