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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 | $202,138 | $201,264+0.4% | $184,185+9.7% | $145,978+38.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.95% | 29.00%-20.1pp | 28.81%-19.9pp | 550.52%-541.6pp |
| Employer contribution / active EE | $1,665 | $7,021-76.3% | $6,426-74.1% | $4,662-64.3% |
| Participant deferral / active EE | $6,311 | $9,806-35.6% | $9,132-30.9% | $6,690-5.7% |
| Admin fee / account holder | $1,927 | $16,376-88.2% | $13,909-86.1% | $13,400-85.6% |