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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 | $234,383 | $157,276+49.0% | $141,177+66.0% | $152,885+53.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.46% | 64.33%-52.9pp | 71.40%-59.9pp | 345.39%-333.9pp |
| Employer contribution / active EE | $4,168 | $5,262-20.8% | $4,736-12.0% | $4,763-12.5% |
| Participant deferral / active EE | $10,952 | $7,110+54.0% | $6,710+63.2% | $5,851+87.2% |
| Admin fee / account holder | $10,841 | $12,123-10.6% | $10,263+5.6% | $11,598-6.5% |