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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 | $185,190 | $178,174+3.9% | $156,181+18.6% | $137,256+34.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 2.45% | 84.19%-81.7pp | 64.87%-62.4pp | 220.34%-217.9pp |
| Employer contribution / active EE | $2,400 | $4,972-51.7% | $4,294-44.1% | $4,156-42.3% |
| Participant deferral / active EE | $8,382 | $6,888+21.7% | $6,132+36.7% | $6,407+30.8% |
| Admin fee / account holder | $96,588 | $17,404+455.0% | $14,586+562.2% | $12,270+687.2% |