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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 | $227,067 | $211,224+7.5% | $178,505+27.2% | $145,897+55.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.78% | 30.28%-24.5pp | 27.16%-21.4pp | 552.29%-546.5pp |
| Employer contribution / active EE | $10,175 | $4,577+122.3% | $3,955+157.3% | $4,663+118.2% |
| Participant deferral / active EE | $8,820 | $6,966+26.6% | $6,280+40.4% | $6,689+31.9% |
| Admin fee / account holder | $384,017 | $12,109+3071.3% | $10,428+3582.6% | $13,390+2767.9% |