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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 | $116,237 | $111,814+4.0% | $103,374+12.4% | $145,959-20.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.25% | 24.77%-16.5pp | 24.89%-16.6pp | 561.95%-553.7pp |
| Employer contribution / active EE | $5,229 | $4,214+24.1% | $3,869+35.1% | $4,661+12.2% |
| Participant deferral / active EE | $9,170 | $5,618+63.2% | $5,058+81.3% | $6,689+37.1% |
| Admin fee / account holder | $36,841 | $9,754+277.7% | $8,394+338.9% | $13,398+175.0% |