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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 | $220,676 | $217,432+1.5% | $185,851+18.7% | $167,553+31.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.41% | 148.43%-143.0pp | 122.11%-116.7pp | 478.89%-473.5pp |
| Employer contribution / active EE | $7,963 | $5,874+35.6% | $5,168+54.1% | $4,840+64.5% |
| Participant deferral / active EE | $6,872 | $6,357+8.1% | $5,569+23.4% | $6,343+8.3% |
| Admin fee / account holder | $1,696 | $19,820-91.4% | $16,245-89.6% | $12,316-86.2% |