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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 | $181,062+32.9% | $158,223+52.1% | $155,188+55.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 4.48% | 57.39%-52.9pp | 52.09%-47.6pp | 148.84%-144.4pp |
| Employer contribution / active EE | $8,227 | $4,565+80.2% | $4,109+100.2% | $4,248+93.7% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $8,422 | $18,825-55.3% | $16,047-47.5% | $14,480-41.8% |