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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 | $192,866 | $185,905+3.7% | $170,057+13.4% | $139,487+38.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.45% | 60.56%-51.1pp | 53.42%-44.0pp | 373.84%-364.4pp |
| Employer contribution / active EE | $9,286 | $7,597+22.2% | $6,790+36.7% | $4,755+95.3% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $988 | $15,397-93.6% | $12,826-92.3% | $11,407-91.3% |