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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 | $201,259+22.7% | $184,200+34.1% | $145,959+69.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.02% | 28.98%-23.0pp | 28.80%-22.8pp | 561.95%-555.9pp |
| Employer contribution / active EE | $5,505 | $7,018-21.6% | $6,424-14.3% | $4,661+18.1% |
| Participant deferral / active EE | $14,946 | $9,806+52.4% | $9,132+63.7% | $6,689+123.5% |
| Admin fee / account holder | $303,440 | $16,372+1753.4% | $13,907+2081.9% | $13,398+2164.8% |