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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 | $237,276 | $183,539+29.3% | $155,556+52.5% | $145,897+62.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.55% | 61.31%-52.8pp | 64.84%-56.3pp | 552.29%-543.7pp |
| Employer contribution / active EE | $2,858 | $5,315-46.2% | $4,675-38.9% | $4,663-38.7% |
| Participant deferral / active EE | $31,866 | $6,467+392.8% | $5,631+465.9% | $6,689+376.4% |
| Admin fee / account holder | $8,169 | $19,275-57.6% | $15,885-48.6% | $13,390-39.0% |