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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 | $172,265 | $165,399+4.2% | $149,745+15.0% | $158,982+8.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.07% | 348.34%-340.3pp | 276.72%-268.7pp | 302.99%-294.9pp |
| Employer contribution / active EE | $3,663 | $5,105-28.2% | $4,646-21.2% | $4,763-23.1% |
| Participant deferral / active EE | $23,833 | $7,183+231.8% | $6,843+248.3% | $5,983+298.3% |
| Admin fee / account holder | $947 | $10,811-91.2% | $9,312-89.8% | $11,252-91.6% |