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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 | $240,678 | $174,379+38.0% | $152,093+58.2% | $138,895+73.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 4.48% | 74.86%-70.4pp | 66.36%-61.9pp | 145.39%-140.9pp |
| Employer contribution / active EE | $8,227 | $4,652+76.8% | $4,175+97.1% | $4,194+96.1% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $8,422 | $16,880-50.1% | $14,497-41.9% | $12,562-33.0% |