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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 | $204,053 | $212,386-3.9% | $199,883+2.1% | $138,895+46.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 5.96% | 47.75%-41.8pp | 43.81%-37.8pp | 145.39%-139.4pp |
| Employer contribution / active EE | $18,821 | $6,625+184.1% | $6,261+200.6% | $4,194+348.7% |
| Participant deferral / active EE | $19,350 | $9,617+101.2% | $9,138+111.7% | $6,396+202.5% |
| Admin fee / account holder | $282,684 | $18,233+1450.4% | $17,268+1537.1% | $12,562+2150.3% |