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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 | $203,409 | $202,342+0.5% | $172,752+17.7% | $152,897+33.0% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 5.74% | 1029.83%-1024.1pp | 802.97%-797.2pp | 345.43%-339.7pp |
| Employer contribution / active EE | $7,695 | $5,858+31.4% | $5,144+49.6% | $4,764+61.5% |
| Participant deferral / active EE | $4,390 | $5,948-26.2% | $5,198-15.5% | $5,851-25.0% |
| Admin fee / account holder | $1,055 | $17,111-93.8% | $13,955-92.4% | $11,599-90.9% |