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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 | $229,019 | $181,062+26.5% | $158,223+44.7% | $155,188+47.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 7.05% | 57.39%-50.3pp | 52.09%-45.0pp | 148.84%-141.8pp |
| Employer contribution / active EE | $11,237 | $4,565+146.2% | $4,109+173.5% | $4,248+164.5% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,789 | $18,825-79.9% | $16,047-76.4% | $14,480-73.8% |