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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 | $225,512 | $183,592+22.8% | $155,574+45.0% | $145,877+54.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.80% | 61.37%-54.6pp | 64.87%-58.1pp | 551.28%-544.5pp |
| Employer contribution / active EE | $2,412 | $5,317-54.6% | $4,676-48.4% | $4,663-48.3% |
| Participant deferral / active EE | $10,820 | $6,466+67.3% | $5,629+92.2% | $6,691+61.7% |
| Admin fee / account holder | $3,487 | $19,316-81.9% | $15,914-78.1% | $13,402-74.0% |