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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 | $204,178 | $148,623+37.4% | $135,974+50.2% | $139,466+46.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 3.61% | 79.30%-75.7pp | 68.30%-64.7pp | 373.66%-370.1pp |
| Employer contribution / active EE | $6,667 | $5,246+27.1% | $4,859+37.2% | $4,754+40.2% |
| Participant deferral / active EE | $8,058 | $8,103-0.6% | $7,760+3.8% | $6,712+20.1% |
| Admin fee / account holder | $10,862 | $12,406-12.4% | $10,767+0.9% | $11,409-4.8% |