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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 | $236,070 | $183,592+28.6% | $155,574+51.7% | $145,877+61.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.46% | 61.37%-56.9pp | 64.87%-60.4pp | 551.28%-546.8pp |
| Employer contribution / active EE | $22,707 | $5,317+327.1% | $4,676+385.6% | $4,663+387.0% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,953 | $19,316-79.5% | $15,914-75.2% | $13,402-70.5% |