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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 | $237,036 | $209,336+13.2% | $197,124+20.2% | $137,256+72.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 4.76% | 48.09%-43.3pp | 44.34%-39.6pp | 220.34%-215.6pp |
| Employer contribution / active EE | $19,935 | $6,591+202.5% | $6,227+220.1% | $4,156+379.7% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $55,025 | $17,308+217.9% | $16,298+237.6% | $12,270+348.4% |