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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 | $195,903 | $154,228+27.0% | $145,433+34.7% | $137,256+42.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.40% | 74.59%-66.2pp | 66.58%-58.2pp | 220.34%-211.9pp |
| Employer contribution / active EE | $2,392 | $4,804-50.2% | $4,554-47.5% | $4,156-42.4% |
| Participant deferral / active EE | $28,113 | $8,216+242.2% | $7,897+256.0% | $6,407+338.8% |
| Admin fee / account holder | $157,250 | $14,344+996.3% | $13,129+1097.7% | $12,270+1181.6% |