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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 | $119,392 | $198,457-39.8% | $170,435-29.9% | $147,586-19.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.42% | 257.30%-248.9pp | 205.94%-197.5pp | 578.59%-570.2pp |
| Employer contribution / active EE | $2,613 | $6,183-57.7% | $5,432-51.9% | $4,876-46.4% |
| Participant deferral / active EE | $8,640 | $5,629+53.5% | $4,939+74.9% | $5,439+58.9% |
| Admin fee / account holder | $1,776 | $16,852-89.5% | $13,881-87.2% | $10,886-83.7% |