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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 | $186,200 | $183,592+1.4% | $155,574+19.7% | $145,877+27.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.37% | 61.37%-55.0pp | 64.87%-58.5pp | 551.28%-544.9pp |
| Employer contribution / active EE | $31,689 | $5,317+496.0% | $4,676+577.7% | $4,663+579.6% |
| Participant deferral / active EE | $13,344 | $6,466+106.4% | $5,629+137.0% | $6,691+99.4% |
| Admin fee / account holder | $19,813 | $19,316+2.6% | $15,914+24.5% | $13,402+47.8% |