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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 | $211,438 | $166,242+27.2% | $165,071+28.1% | $145,884+44.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.98% | 100.44%-92.5pp | 70.17%-62.2pp | 551.85%-543.9pp |
| Employer contribution / active EE | $12,475 | $5,283+136.1% | $4,347+187.0% | $4,662+167.6% |
| Participant deferral / active EE | $30,500 | $6,964+338.0% | $6,035+405.4% | $6,690+355.9% |
| Admin fee / account holder | $1,270 | $16,658-92.4% | $12,695-90.0% | $13,392-90.5% |