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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 | $204,377 | $201,344+1.5% | $184,243+10.9% | $145,877+40.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.90% | 29.01%-20.1pp | 28.82%-19.9pp | 551.28%-542.4pp |
| Employer contribution / active EE | $7,000 | $7,022-0.3% | $6,427+8.9% | $4,663+50.1% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,311 | $16,382-85.9% | $13,914-83.4% | $13,402-82.8% |