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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 | $228,298 | $148,629+53.6% | $135,982+67.9% | $139,487+63.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.91% | 79.33%-68.4pp | 68.32%-57.4pp | 373.84%-362.9pp |
| Employer contribution / active EE | $4,633 | $5,247-11.7% | $4,859-4.7% | $4,755-2.6% |
| Participant deferral / active EE | $17,049 | $8,102+110.4% | $7,760+119.7% | $6,713+154.0% |
| Admin fee / account holder | $2,589 | $12,406-79.1% | $10,767-76.0% | $11,407-77.3% |