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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 | $201,259+1.5% | $184,200+11.0% | $145,959+40.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.90% | 28.98%-20.1pp | 28.80%-19.9pp | 561.95%-553.1pp |
| Employer contribution / active EE | $7,000 | $7,018-0.3% | $6,424+9.0% | $4,661+50.2% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,311 | $16,372-85.9% | $13,907-83.4% | $13,398-82.8% |