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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 | $162,967+39.6% | $135,792+67.6% | $138,895+63.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 4.97% | 30.08%-25.1pp | 25.96%-21.0pp | 145.39%-140.4pp |
| Employer contribution / active EE | $15,596 | $4,211+270.3% | $3,496+346.2% | $4,194+271.8% |
| Participant deferral / active EE | $7,303 | $5,640+29.5% | $4,759+53.4% | $6,396+14.2% |
| Admin fee / account holder | $1,319 | $15,306-91.4% | $12,266-89.2% | $12,562-89.5% |