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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 | $226,554 | $175,257+29.3% | $149,717+51.3% | $139,456+62.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.21% | 166.70%-159.5pp | 134.41%-127.2pp | 373.45%-366.2pp |
| Employer contribution / active EE | $2,492 | $5,477-54.5% | $4,820-48.3% | $4,753-47.6% |
| Participant deferral / active EE | $7,295 | $6,521+11.9% | $5,682+28.4% | $6,711+8.7% |
| Admin fee / account holder | $948 | $16,156-94.1% | $13,213-92.8% | $11,407-91.7% |