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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 | $177,253 | $174,379+1.6% | $152,093+16.5% | $138,895+27.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 9.42% | 74.86%-65.4pp | 66.36%-56.9pp | 145.39%-136.0pp |
| Employer contribution / active EE | $3,571 | $4,652-23.2% | $4,175-14.5% | $4,194-14.8% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $55,948 | $16,880+231.4% | $14,497+285.9% | $12,562+345.4% |