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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 | $230,569 | $184,014+25.3% | $161,149+43.1% | $138,895+66.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 9.26% | 21.52%-12.3pp | 21.16%-11.9pp | 145.39%-136.1pp |
| Employer contribution / active EE | $11,389 | $5,055+125.3% | $4,360+161.2% | $4,194+171.5% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $53,648 | $18,027+197.6% | $15,194+253.1% | $12,562+327.1% |