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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 | $239,421 | $162,136+47.7% | $152,301+57.2% | $154,746+54.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 8.95% | 91.02%-82.1pp | 80.50%-71.5pp | 172.34%-163.4pp |
| Employer contribution / active EE | $5,427 | $4,890+11.0% | $4,624+17.3% | $4,379+23.9% |
| Participant deferral / active EE | $23,035 | $8,341+176.2% | $8,004+187.8% | $6,730+242.3% |
| Admin fee / account holder | $160,808 | $15,759+920.4% | $14,398+1016.9% | $14,365+1019.4% |