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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 | $110,137+74.0% | $161,149+18.9% | $82,637+131.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 9.88% | 20.69%-10.8pp | 21.16%-11.3pp | 53.51%-43.6pp |
| Employer contribution / active EE | $2,842 | $2,856-0.5% | $4,360-34.8% | $2,552+11.4% |
| Participant deferral / active EE | $5,448 | $4,575+19.1% | $6,153-11.5% | $4,126+32.0% |
| Admin fee / account holder | $5,487 | $9,467-42.0% | $15,194-63.9% | $7,339-25.2% |