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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 | $200,016 | $201,264-0.6% | $184,185+8.6% | $145,978+37.0% |
| Participation rate | 76.9% | 87.5%-10.6pp | 86.8%-9.9pp | 80.3%-3.4pp |
| Annual return | 7.70% | 29.00%-21.3pp | 28.81%-21.1pp | 550.52%-542.8pp |
| Employer contribution / active EE | $1,962 | $7,021-72.1% | $6,426-69.5% | $4,662-57.9% |
| Participant deferral / active EE | $6,480 | $9,806-33.9% | $9,132-29.0% | $6,690-3.1% |
| Admin fee / account holder | $7,716 | $16,376-52.9% | $13,909-44.5% | $13,400-42.4% |