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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 | $177,487 | $223,823-20.7% | $211,142-15.9% | $154,746+14.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 9.91% | 50.39%-40.5pp | 46.84%-36.9pp | 172.34%-162.4pp |
| Employer contribution / active EE | $6,250 | $6,787-7.9% | $6,442-3.0% | $4,379+42.7% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $20,977 | $19,707+6.4% | $19,076+10.0% | $14,365+46.0% |