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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 | $191,774 | $165,399+15.9% | $149,745+28.1% | $158,982+20.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.60% | 348.34%-340.7pp | 276.72%-269.1pp | 302.99%-295.4pp |
| Employer contribution / active EE | $4,454 | $5,105-12.8% | $4,646-4.1% | $4,763-6.5% |
| Participant deferral / active EE | $8,751 | $7,183+21.8% | $6,843+27.9% | $5,983+46.3% |
| Admin fee / account holder | $4,026 | $10,811-62.8% | $9,312-56.8% | $11,252-64.2% |