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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 | $201,344-7.8% | $184,243+0.7% | $145,877+27.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.56% | 29.01%-19.4pp | 28.82%-19.3pp | 551.28%-541.7pp |
| Employer contribution / active EE | $23,000 | $7,022+227.5% | $6,427+257.9% | $4,663+393.3% |
| Participant deferral / active EE | $15,250 | $9,807+55.5% | $9,132+67.0% | $6,691+127.9% |
| Admin fee / account holder | $2,721 | $16,382-83.4% | $13,914-80.4% | $13,402-79.7% |