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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 | $227,574 | $161,352+41.0% | $134,172+69.6% | $137,256+65.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 4.97% | 28.72%-23.7pp | 25.30%-20.3pp | 220.34%-215.4pp |
| Employer contribution / active EE | $15,596 | $4,099+280.5% | $3,420+356.0% | $4,156+275.3% |
| Participant deferral / active EE | $7,303 | $5,552+31.5% | $4,690+55.7% | $6,407+14.0% |
| Admin fee / account holder | $1,319 | $15,028-91.2% | $12,016-89.0% | $12,270-89.3% |