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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 | $209,430 | $183,592+14.1% | $155,567+34.6% | $145,959+43.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.06% | 61.24%-53.2pp | 64.74%-56.7pp | 561.95%-553.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $13,500 | $6,464+108.8% | $5,628+139.9% | $6,689+101.8% |
| Admin fee / account holder | $2,396 | $19,318-87.6% | $15,916-84.9% | $13,398-82.1% |