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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 | $219,807 | $183,516+19.8% | $155,534+41.3% | $145,884+50.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.72% | 61.43%-53.7pp | 64.92%-57.2pp | 551.85%-544.1pp |
| Employer contribution / active EE | $1,991 | $5,315-62.5% | $4,675-57.4% | $4,662-57.3% |
| Participant deferral / active EE | $6,734 | $6,467+4.1% | $5,630+19.6% | $6,690+0.7% |
| Admin fee / account holder | $5,132 | $19,293-73.4% | $15,900-67.7% | $13,392-61.7% |