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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 | $226,616 | $183,516+23.5% | $155,534+45.7% | $145,884+55.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.21% | 61.43%-54.2pp | 64.92%-57.7pp | 551.85%-544.6pp |
| Employer contribution / active EE | $8,249 | $5,315+55.2% | $4,675+76.5% | $4,662+76.9% |
| Participant deferral / active EE | $10,446 | $6,467+61.5% | $5,630+85.5% | $6,690+56.2% |
| Admin fee / account holder | $5,167 | $19,293-73.2% | $15,900-67.5% | $13,392-61.4% |