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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 | $240,500 | $183,539+31.0% | $155,556+54.6% | $145,897+64.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.66% | 61.31%-52.7pp | 64.84%-56.2pp | 552.29%-543.6pp |
| Employer contribution / active EE | $11,930 | $5,315+124.5% | $4,675+155.2% | $4,663+155.9% |
| Participant deferral / active EE | $13,795 | $6,467+113.3% | $5,631+145.0% | $6,689+106.2% |
| Admin fee / account holder | $1,368 | $19,275-92.9% | $15,885-91.4% | $13,390-89.8% |