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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 | $204,102 | $183,592+11.2% | $155,567+31.2% | $145,959+39.8% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 0.63% | 61.24%-60.6pp | 64.74%-64.1pp | 561.95%-561.3pp |
| Employer contribution / active EE | $6,333 | $5,315+19.2% | $4,674+35.5% | $4,661+35.9% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $16,759 | $19,318-13.2% | $15,916+5.3% | $13,398+25.1% |