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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 | $204,711 | $226,090-9.5% | $182,531+12.2% | $152,885+33.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 5.58% | 192.57%-187.0pp | 148.57%-143.0pp | 345.39%-339.8pp |
| Employer contribution / active EE | $7,875 | $4,978+58.2% | $4,075+93.2% | $4,763+65.3% |
| Participant deferral / active EE | $10,713 | $6,369+68.2% | $5,525+93.9% | $5,851+83.1% |
| Admin fee / account holder | $12,542 | $10,705+17.2% | $8,593+46.0% | $11,598+8.1% |