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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 | $181,464 | $156,398+16.0% | $147,318+23.2% | $138,895+30.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 5.57% | 78.75%-73.2pp | 70.43%-64.9pp | 145.39%-139.8pp |
| Employer contribution / active EE | $14,800 | $4,853+204.9% | $4,593+222.2% | $4,194+252.9% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $263,839 | $14,976+1661.8% | $13,708+1824.8% | $12,562+2000.3% |