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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 | $239,527 | $213,785+12.0% | $185,441+29.2% | $155,188+54.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 6.28% | 19.97%-13.7pp | 20.16%-13.9pp | 148.84%-142.6pp |
| Employer contribution / active EE | $9,857 | $5,393+82.8% | $4,672+111.0% | $4,248+132.1% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,394 | $21,134-83.9% | $17,890-81.0% | $14,480-76.6% |