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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 | $237,453 | $148,623+59.8% | $135,974+74.6% | $139,466+70.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.01% | 79.30%-69.3pp | 68.30%-58.3pp | 373.66%-363.7pp |
| Employer contribution / active EE | $21,653 | $5,246+312.7% | $4,859+345.6% | $4,754+355.5% |
| Participant deferral / active EE | $16,171 | $8,103+99.6% | $7,760+108.4% | $6,712+140.9% |
| Admin fee / account holder | $13,103 | $12,406+5.6% | $10,767+21.7% | $11,409+14.8% |