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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 | $232,769 | $154,228+50.9% | $145,433+60.1% | $137,256+69.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.28% | 74.59%-68.3pp | 66.58%-60.3pp | 220.34%-214.1pp |
| Employer contribution / active EE | $29,919 | $4,804+522.8% | $4,554+556.9% | $4,156+619.9% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,082 | $14,344-85.5% | $13,129-84.1% | $12,270-83.0% |