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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 | $232,393 | $223,823+3.8% | $211,142+10.1% | $154,746+50.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 8.35% | 50.39%-42.0pp | 46.84%-38.5pp | 172.34%-164.0pp |
| Employer contribution / active EE | $21,179 | $6,787+212.1% | $6,442+228.8% | $4,379+383.6% |
| Participant deferral / active EE | $8,866 | $9,750-9.1% | $9,284-4.5% | $6,730+31.7% |
| Admin fee / account holder | $9,805 | $19,707-50.2% | $19,076-48.6% | $14,365-31.7% |