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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 | $182,226 | $148,582+22.6% | $135,942+34.0% | $139,456+30.7% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.1pp |
| Annual return | 9.73% | 79.26%-69.5pp | 68.28%-58.5pp | 373.45%-363.7pp |
| Employer contribution / active EE | $18,780 | $5,245+258.1% | $4,858+286.6% | $4,753+295.1% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $435 | $12,402-96.5% | $10,764-96.0% | $11,407-96.2% |