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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 | $198,671 | $176,105+12.8% | $159,474+24.6% | $167,536+18.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.87% | 331.91%-324.0pp | 263.68%-255.8pp | 478.82%-470.9pp |
| Employer contribution / active EE | $7,812 | $5,299+47.4% | $4,831+61.7% | $4,839+61.4% |
| Participant deferral / active EE | $6,722 | $7,751-13.3% | $7,353-8.6% | $6,342+6.0% |
| Admin fee / account holder | $305 | $12,559-97.6% | $10,802-97.2% | $12,315-97.5% |