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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 | $190,610 | $91,167+109.1% | $178,498+6.8% | $79,858+138.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 7.87% | 24.19%-16.3pp | 151.09%-143.2pp | 31.72%-23.8pp |
| Employer contribution / active EE | $7,197 | $3,255+121.1% | $5,011+43.6% | $2,471+191.3% |
| Participant deferral / active EE | $4,912 | $3,236+51.8% | $5,202-5.6% | $3,740+31.3% |
| Admin fee / account holder | $1,721 | $6,747-74.5% | $13,985-87.7% | $5,306-67.6% |