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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 | $193,369 | $154,228+25.4% | $145,433+33.0% | $137,256+40.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 3.38% | 74.59%-71.2pp | 66.58%-63.2pp | 220.34%-217.0pp |
| Employer contribution / active EE | $4,330 | $4,804-9.9% | $4,554-4.9% | $4,156+4.2% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $275,597 | $14,344+1821.4% | $13,129+1999.1% | $12,270+2146.1% |