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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 | $176,125 | $157,296+12.0% | $141,191+24.7% | $152,897+15.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.90% | 64.34%-50.4pp | 71.41%-57.5pp | 345.43%-331.5pp |
| Employer contribution / active EE | $16,002 | $5,262+204.1% | $4,736+237.9% | $4,764+235.9% |
| Participant deferral / active EE | $10,567 | $7,111+48.6% | $6,710+57.5% | $5,851+80.6% |
| Admin fee / account holder | $110,091 | $12,125+808.0% | $10,264+972.6% | $11,599+849.1% |