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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 | $242,819 | $201,372+20.6% | $184,260+31.8% | $145,884+66.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.85% | 29.04%-22.2pp | 28.84%-22.0pp | 551.85%-545.0pp |
| Employer contribution / active EE | $7,282 | $7,024+3.7% | $6,427+13.3% | $4,662+56.2% |
| Participant deferral / active EE | $7,282 | $9,808-25.8% | $9,133-20.3% | $6,690+8.9% |
| Admin fee / account holder | $4,674 | $16,362-71.4% | $13,898-66.4% | $13,392-65.1% |