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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 | $235,538 | $172,111+36.9% | $150,298+56.7% | $137,256+71.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.45% | 69.37%-58.9pp | 62.79%-52.3pp | 220.34%-209.9pp |
| Employer contribution / active EE | $17,158 | $4,636+270.1% | $4,154+313.0% | $4,156+312.8% |
| Participant deferral / active EE | $9,083 | $6,166+47.3% | $5,453+66.6% | $6,407+41.8% |
| Admin fee / account holder | $6,564 | $16,471-60.1% | $14,116-53.5% | $12,270-46.5% |