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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 | $223,943 | $183,539+22.0% | $155,556+44.0% | $145,897+53.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.34% | 61.31%-54.0pp | 64.84%-57.5pp | 552.29%-545.0pp |
| Employer contribution / active EE | $4,705 | $5,315-11.5% | $4,675+0.6% | $4,663+0.9% |
| Participant deferral / active EE | $9,738 | $6,467+50.6% | $5,631+72.9% | $6,689+45.6% |
| Admin fee / account holder | $68,756 | $19,275+256.7% | $15,885+332.8% | $13,390+413.5% |