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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 | $188,228 | $185,883+1.3% | $170,043+10.7% | $139,466+35.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.40% | 60.54%-54.1pp | 53.40%-47.0pp | 373.66%-367.3pp |
| Employer contribution / active EE | $1,709 | $7,596-77.5% | $6,790-74.8% | $4,754-64.0% |
| Participant deferral / active EE | $6,379 | $11,626-45.1% | $10,410-38.7% | $6,712-5.0% |
| Admin fee / account holder | $2,106 | $15,393-86.3% | $12,824-83.6% | $11,409-81.5% |