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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 | $202,319 | $154,228+31.2% | $145,433+39.1% | $137,256+47.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.41% | 74.59%-62.2pp | 66.58%-54.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $5,955 | $4,804+24.0% | $4,554+30.8% | $4,156+43.3% |
| Participant deferral / active EE | $8,933 | $8,216+8.7% | $7,897+13.1% | $6,407+39.4% |
| Admin fee / account holder | $228,638 | $14,344+1494.0% | $13,129+1641.5% | $12,270+1763.4% |