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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 | $175,642 | $181,896-3.4% | $156,551+12.2% | $273,972-35.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.00% | 30.74%-29.7pp | 32.23%-31.2pp | 41.46%-40.5pp |
| Employer contribution / active EE | $8,625 | $6,248+38.0% | $5,501+56.8% | $4,869+77.1% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $16,389 | $15,560+5.3% | $13,028+25.8% | $10,133+61.7% |