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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 | $157,225 | $157,2960% | $141,191+11.4% | $152,897+2.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 14.55% | 64.34%-49.8pp | 71.41%-56.9pp | 345.43%-330.9pp |
| Employer contribution / active EE | $7,792 | $5,262+48.1% | $4,736+64.5% | $4,764+63.6% |
| Participant deferral / active EE | $7,421 | $7,111+4.4% | $6,710+10.6% | $5,851+26.8% |
| Admin fee / account holder | $234,610 | $12,125+1835.0% | $10,264+2185.7% | $11,599+1922.6% |