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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 | $150,282 | $185,312-18.9% | $161,489-6.9% | $154,746-2.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 7.89% | 103.84%-95.9pp | 89.72%-81.8pp | 172.34%-164.4pp |
| Employer contribution / active EE | $6,872 | $4,769+44.1% | $4,268+61.0% | $4,379+56.9% |
| Participant deferral / active EE | $18,765 | $6,350+195.5% | $5,630+233.3% | $6,730+178.8% |
| Admin fee / account holder | $242,852 | $18,654+1201.8% | $16,006+1417.3% | $14,365+1590.6% |