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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 | $227,291+2.2% | $214,702+8.2% | $155,188+49.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 8.35% | 60.08%-51.7pp | 54.55%-46.2pp | 148.84%-140.5pp |
| Employer contribution / active EE | $21,179 | $6,772+212.8% | $6,461+227.8% | $4,248+398.6% |
| Participant deferral / active EE | $8,866 | $9,582-7.5% | $9,147-3.1% | $6,531+35.7% |
| Admin fee / account holder | $9,805 | $20,413-52.0% | $19,830-50.6% | $14,480-32.3% |