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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 | $177,370 | $148,629+19.3% | $135,982+30.4% | $139,487+27.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.02% | 79.33%-67.3pp | 68.32%-56.3pp | 373.84%-361.8pp |
| Employer contribution / active EE | $5,207 | $5,247-0.8% | $4,859+7.2% | $4,755+9.5% |
| Participant deferral / active EE | $17,500 | $8,102+116.0% | $7,760+125.5% | $6,713+160.7% |
| Admin fee / account holder | $955 | $12,406-92.3% | $10,767-91.1% | $11,407-91.6% |