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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 | $203,306 | $183,539+10.8% | $155,556+30.7% | $145,897+39.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.59% | 61.31%-53.7pp | 64.84%-57.2pp | 552.29%-544.7pp |
| Employer contribution / active EE | $9,182 | $5,315+72.8% | $4,675+96.4% | $4,663+96.9% |
| Participant deferral / active EE | $11,682 | $6,467+80.6% | $5,631+107.5% | $6,689+74.6% |
| Admin fee / account holder | $10,945 | $19,275-43.2% | $15,885-31.1% | $13,390-18.3% |