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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 | $213,270 | $209,336+1.9% | $197,124+8.2% | $137,256+55.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.60% | 48.09%-38.5pp | 44.34%-34.7pp | 220.34%-210.7pp |
| Employer contribution / active EE | $5,868 | $6,591-11.0% | $6,227-5.8% | $4,156+41.2% |
| Participant deferral / active EE | $11,263 | $9,614+17.1% | $9,135+23.3% | $6,407+75.8% |
| Admin fee / account holder | $3,000 | $17,308-82.7% | $16,298-81.6% | $12,270-75.6% |