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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 | $207,290 | $172,111+20.4% | $150,298+37.9% | $137,256+51.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.91% | 69.37%-58.5pp | 62.79%-51.9pp | 220.34%-209.4pp |
| Employer contribution / active EE | $25,020 | $4,636+439.7% | $4,154+502.3% | $4,156+502.0% |
| Participant deferral / active EE | $11,750 | $6,166+90.6% | $5,453+115.5% | $6,407+83.4% |
| Admin fee / account holder | $2,310 | $16,471-86.0% | $14,116-83.6% | $12,270-81.2% |