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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 | $246,038 | $183,592+34.0% | $155,574+58.1% | $145,877+68.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.14% | 61.37%-55.2pp | 64.87%-58.7pp | 551.28%-545.1pp |
| Employer contribution / active EE | $34,999 | $5,317+558.3% | $4,676+648.5% | $4,663+650.6% |
| Participant deferral / active EE | $19,832 | $6,466+206.7% | $5,629+252.3% | $6,691+196.4% |
| Admin fee / account holder | $421,814 | $19,316+2083.8% | $15,914+2550.5% | $13,402+3047.4% |