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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 | $162,293 | $154,228+5.2% | $145,433+11.6% | $137,256+18.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.17% | 74.59%-68.4pp | 66.58%-60.4pp | 220.34%-214.2pp |
| Employer contribution / active EE | $12,377 | $4,804+157.6% | $4,554+171.8% | $4,156+197.8% |
| Participant deferral / active EE | $5,209 | $8,216-36.6% | $7,897-34.0% | $6,407-18.7% |
| Admin fee / account holder | $159,425 | $14,344+1011.5% | $13,129+1114.3% | $12,270+1199.3% |