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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 | $216,837 | $157,304+37.8% | $141,197+53.6% | $152,909+41.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 3.91% | 64.34%-60.4pp | 71.41%-67.5pp | 345.46%-341.6pp |
| Employer contribution / active EE | $13,752 | $5,263+161.3% | $4,736+190.3% | $4,764+188.7% |
| Participant deferral / active EE | $12,250 | $7,111+72.3% | $6,710+82.6% | $5,851+109.4% |
| Admin fee / account holder | $20,361 | $12,126+67.9% | $10,265+98.4% | $11,601+75.5% |