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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 | $162,136+20.8% | $152,301+28.6% | $154,746+26.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 8.40% | 91.02%-82.6pp | 80.50%-72.1pp | 172.34%-163.9pp |
| Employer contribution / active EE | $2,392 | $4,890-51.1% | $4,624-48.3% | $4,379-45.4% |
| Participant deferral / active EE | $28,113 | $8,341+237.1% | $8,004+251.2% | $6,730+317.7% |
| Admin fee / account holder | $157,250 | $15,759+897.8% | $14,398+992.2% | $14,365+994.7% |