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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 | $235,297 | $156,398+50.4% | $147,318+59.7% | $138,895+69.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 3.56% | 78.75%-75.2pp | 70.43%-66.9pp | 145.39%-141.8pp |
| Employer contribution / active EE | $29,667 | $4,853+511.3% | $4,593+545.9% | $4,194+607.3% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $21,256 | $14,976+41.9% | $13,708+55.1% | $12,562+69.2% |