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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 | $219,658 | $227,566-3.5% | $189,558+15.9% | $167,518+31.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 6.51% | 78.43%-71.9pp | 64.19%-57.7pp | 478.71%-472.2pp |
| Employer contribution / active EE | $17,400 | $5,316+227.3% | $4,412+294.4% | $4,838+259.6% |
| Participant deferral / active EE | $19,500 | $7,002+178.5% | $6,174+215.9% | $6,342+207.5% |
| Admin fee / account holder | $1,790 | $11,881-84.9% | $9,809-81.8% | $12,312-85.5% |