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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 | $204,179 | $148,629+37.4% | $135,982+50.2% | $139,487+46.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.58% | 79.33%-71.8pp | 68.32%-60.7pp | 373.84%-366.3pp |
| Employer contribution / active EE | $15,447 | $5,247+194.4% | $4,859+217.9% | $4,755+224.9% |
| Participant deferral / active EE | $18,877 | $8,102+133.0% | $7,760+143.3% | $6,713+181.2% |
| Admin fee / account holder | $109,592 | $12,406+783.3% | $10,767+917.8% | $11,407+860.7% |