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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 | $185,561 | $201,370-7.9% | $184,256+0.7% | $145,897+27.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.56% | 29.05%-19.5pp | 28.85%-19.3pp | 552.29%-542.7pp |
| Employer contribution / active EE | $23,000 | $7,024+227.5% | $6,427+257.9% | $4,663+393.3% |
| Participant deferral / active EE | $15,250 | $9,808+55.5% | $9,133+67.0% | $6,689+128.0% |
| Admin fee / account holder | $2,721 | $16,364-83.4% | $13,899-80.4% | $13,390-79.7% |