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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 | $195,865 | $165,399+18.4% | $149,745+30.8% | $158,982+23.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.18% | 348.34%-341.2pp | 276.72%-269.5pp | 302.99%-295.8pp |
| Employer contribution / active EE | $8,206 | $5,105+60.7% | $4,646+76.6% | $4,763+72.3% |
| Participant deferral / active EE | $28,886 | $7,183+302.2% | $6,843+322.1% | $5,983+382.8% |
| Admin fee / account holder | $121,655 | $10,811+1025.3% | $9,312+1206.5% | $11,252+981.2% |