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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 | $197,564 | $149,040+32.6% | $120,225+64.3% | $137,256+43.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 7.93% | 605.68%-597.8pp | 439.23%-431.3pp | 220.34%-212.4pp |
| Employer contribution / active EE | $2,947 | $4,350-32.3% | $3,475-15.2% | $4,156-29.1% |
| Participant deferral / active EE | $12,439 | $4,655+167.2% | $3,999+211.1% | $6,407+94.2% |
| Admin fee / account holder | $1,429 | $6,348-77.5% | $5,696-74.9% | $12,270-88.4% |