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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 | $212,456 | $166,089+27.9% | $164,928+28.8% | $145,978+45.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.52% | 100.26%-91.7pp | 70.08%-61.6pp | 550.52%-542.0pp |
| Employer contribution / active EE | $2,210 | $5,276-58.1% | $4,343-49.1% | $4,662-52.6% |
| Participant deferral / active EE | $9,309 | $6,961+33.7% | $6,034+54.3% | $6,690+39.2% |
| Admin fee / account holder | $2,232 | $16,641-86.6% | $12,684-82.4% | $13,400-83.3% |