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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 | $188,378 | $165,381+13.9% | $149,730+25.8% | $158,966+18.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.46% | 348.29%-340.8pp | 276.70%-269.2pp | 302.95%-295.5pp |
| Employer contribution / active EE | $3,880 | $5,104-24.0% | $4,645-16.5% | $4,762-18.5% |
| Participant deferral / active EE | $11,298 | $7,182+57.3% | $6,843+65.1% | $5,983+88.8% |
| Admin fee / account holder | $1,393 | $10,809-87.1% | $9,310-85.0% | $11,250-87.6% |