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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 | $247,042 | $201,372+22.7% | $184,260+34.1% | $145,884+69.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.02% | 29.04%-23.0pp | 28.84%-22.8pp | 551.85%-545.8pp |
| Employer contribution / active EE | $5,505 | $7,024-21.6% | $6,427-14.4% | $4,662+18.1% |
| Participant deferral / active EE | $14,946 | $9,808+52.4% | $9,133+63.7% | $6,690+123.4% |
| Admin fee / account holder | $303,440 | $16,362+1754.5% | $13,898+2083.4% | $13,392+2165.9% |