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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 | $225,803 | $148,558+52.0% | $135,925+66.1% | $139,427+62.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.65% | 79.22%-67.6pp | 68.25%-56.6pp | 373.27%-361.6pp |
| Employer contribution / active EE | $6,350 | $5,244+21.1% | $4,857+30.7% | $4,752+33.6% |
| Participant deferral / active EE | $7,847 | $8,101-3.1% | $7,759+1.1% | $6,711+16.9% |
| Admin fee / account holder | $35,246 | $12,401+184.2% | $10,764+227.5% | $11,404+209.1% |