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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 | $233,747 | $213,785+9.3% | $185,441+26.0% | $155,188+50.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 3.60% | 19.97%-16.4pp | 20.16%-16.6pp | 148.84%-145.2pp |
| Employer contribution / active EE | $6,667 | $5,393+23.6% | $4,672+42.7% | $4,248+56.9% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,158 | $21,134-85.1% | $17,890-82.3% | $14,480-78.2% |