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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 | $219,418 | $209,336+4.8% | $197,124+11.3% | $137,256+59.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.23% | 48.09%-37.9pp | 44.34%-34.1pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,691 | $6,591-74.3% | $6,227-72.9% | $4,156-59.3% |
| Participant deferral / active EE | $6,379 | $9,614-33.7% | $9,135-30.2% | $6,407-0.4% |
| Admin fee / account holder | $2,416 | $17,308-86.0% | $16,298-85.2% | $12,270-80.3% |