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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 | $225,491 | $183,627+22.8% | $155,602+44.9% | $145,978+54.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.14% | 61.32%-53.2pp | 64.81%-56.7pp | 550.52%-542.4pp |
| Employer contribution / active EE | $15,500 | $5,316+191.6% | $4,675+231.5% | $4,662+232.5% |
| Participant deferral / active EE | $30,500 | $6,466+371.7% | $5,629+441.9% | $6,690+355.9% |
| Admin fee / account holder | $7,554 | $19,327-60.9% | $15,923-52.6% | $13,400-43.6% |