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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 | $199,355 | $172,111+15.8% | $150,298+32.6% | $137,256+45.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.06% | 69.37%-58.3pp | 62.79%-51.7pp | 220.34%-209.3pp |
| Employer contribution / active EE | $2,798 | $4,636-39.7% | $4,154-32.6% | $4,156-32.7% |
| Participant deferral / active EE | $4,357 | $6,166-29.3% | $5,453-20.1% | $6,407-32.0% |
| Admin fee / account holder | $2,122 | $16,471-87.1% | $14,116-85.0% | $12,270-82.7% |