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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 | $224,448 | $223,823+0.3% | $211,142+6.3% | $154,746+45.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 8.37% | 50.39%-42.0pp | 46.84%-38.5pp | 172.34%-164.0pp |
| Employer contribution / active EE | $12,896 | $6,787+90.0% | $6,442+100.2% | $4,379+194.5% |
| Participant deferral / active EE | $6,705 | $9,750-31.2% | $9,284-27.8% | $6,730-0.4% |
| Admin fee / account holder | $19,325 | $19,707-1.9% | $19,076+1.3% | $14,365+34.5% |