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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 | $220,817 | $154,228+43.2% | $145,433+51.8% | $137,256+60.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.40% | 74.59%-63.2pp | 66.58%-55.2pp | 220.34%-208.9pp |
| Employer contribution / active EE | $15,249 | $4,804+217.4% | $4,554+234.8% | $4,156+266.9% |
| Participant deferral / active EE | $16,078 | $8,216+95.7% | $7,897+103.6% | $6,407+151.0% |
| Admin fee / account holder | $1,273 | $14,344-91.1% | $13,129-90.3% | $12,270-89.6% |