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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 | $212,386+3.3% | $199,883+9.8% | $138,895+58.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 10.23% | 47.75%-37.5pp | 43.81%-33.6pp | 145.39%-135.2pp |
| Employer contribution / active EE | $1,691 | $6,625-74.5% | $6,261-73.0% | $4,194-59.7% |
| Participant deferral / active EE | $6,379 | $9,617-33.7% | $9,138-30.2% | $6,396-0.3% |
| Admin fee / account holder | $2,416 | $18,233-86.8% | $17,268-86.0% | $12,562-80.8% |