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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 | $137,010 | $81,208+68.7% | $98,920+38.5% | $79,852+71.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 7.20% | 60.99%-53.8pp | 196.47%-189.3pp | 31.72%-24.5pp |
| Employer contribution / active EE | $3,466 | $1,960+76.8% | $2,689+28.9% | $2,471+40.2% |
| Participant deferral / active EE | $6,440 | $3,265+97.3% | $4,245+51.7% | $3,740+72.2% |
| Admin fee / account holder | $5,237 | $6,013-12.9% | $6,643-21.2% | $5,306-1.3% |