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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 | $217,120 | $201,344+7.8% | $184,243+17.8% | $145,877+48.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.61% | 29.01%-23.4pp | 28.82%-23.2pp | 551.28%-545.7pp |
| Employer contribution / active EE | $3,173 | $7,022-54.8% | $6,427-50.6% | $4,663-32.0% |
| Participant deferral / active EE | $16,834 | $9,807+71.7% | $9,132+84.3% | $6,691+151.6% |
| Admin fee / account holder | $4,018 | $16,382-75.5% | $13,914-71.1% | $13,402-70.0% |