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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 | $204,855 | $134,817+52.0% | $123,973+65.2% | $155,188+32.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 7.65% | 515.49%-507.8pp | 388.13%-380.5pp | 148.84%-141.2pp |
| Employer contribution / active EE | $1,492 | $4,425-66.3% | $4,126-63.8% | $4,248-64.9% |
| Participant deferral / active EE | $5,412 | $5,706-5.2% | $5,247+3.2% | $6,531-17.1% |
| Admin fee / account holder | $756 | $13,245-94.3% | $11,799-93.6% | $14,480-94.8% |