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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 | $190,103 | $154,228+23.3% | $145,433+30.7% | $137,256+38.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.72% | 74.59%-67.9pp | 66.58%-59.9pp | 220.34%-213.6pp |
| Employer contribution / active EE | $3,224 | $4,804-32.9% | $4,554-29.2% | $4,156-22.4% |
| Participant deferral / active EE | $9,335 | $8,216+13.6% | $7,897+18.2% | $6,407+45.7% |
| Admin fee / account holder | $61,834 | $14,344+331.1% | $13,129+371.0% | $12,270+403.9% |