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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 | $239,547 | $162,136+47.7% | $152,301+57.3% | $154,746+54.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.20% | 91.02%-81.8pp | 80.50%-71.3pp | 172.34%-163.1pp |
| Employer contribution / active EE | $5,668 | $4,890+15.9% | $4,624+22.6% | $4,379+29.4% |
| Participant deferral / active EE | $9,767 | $8,341+17.1% | $8,004+22.0% | $6,730+45.1% |
| Admin fee / account holder | $99,412 | $15,759+530.8% | $14,398+590.5% | $14,365+592.0% |