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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 | $219,423 | $223,823-2.0% | $211,142+3.9% | $154,746+41.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 9.18% | 50.39%-41.2pp | 46.84%-37.7pp | 172.34%-163.2pp |
| Employer contribution / active EE | $5,618 | $6,787-17.2% | $6,442-12.8% | $4,379+28.3% |
| Participant deferral / active EE | $17,587 | $9,750+80.4% | $9,284+89.4% | $6,730+161.3% |
| Admin fee / account holder | $98,916 | $19,707+401.9% | $19,076+418.5% | $14,365+588.6% |