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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 | $219,727 | $94,766+131.9% | $112,923+94.6% | $139,487+57.5% |
| Participation rate | 80.0% | 81.3%-1.3pp | 80.5%-0.5pp | 80.3%-0.3pp |
| Annual return | 10.63% | 40.96%-30.3pp | 34.13%-23.5pp | 373.84%-363.2pp |
| Employer contribution / active EE | $8,437 | $4,636+82.0% | $4,570+84.6% | $4,755+77.4% |
| Participant deferral / active EE | $19,699 | $6,523+202.0% | $6,520+202.1% | $6,713+193.5% |
| Admin fee / account holder | $156,009 | $8,529+1729.2% | $7,046+2114.2% | $11,407+1267.6% |