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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 | $191,595 | $108,825+76.1% | $156,181+22.7% | $82,448+132.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 9.88% | 20.59%-10.7pp | 64.87%-55.0pp | 41.64%-31.8pp |
| Employer contribution / active EE | $2,842 | $2,870-1.0% | $4,294-33.8% | $2,551+11.4% |
| Participant deferral / active EE | $5,448 | $4,577+19.0% | $6,132-11.2% | $4,139+31.6% |
| Admin fee / account holder | $5,487 | $9,341-41.3% | $14,586-62.4% | $7,234-24.2% |