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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 | $182,344 | $111,535+63.5% | $105,223+73.3% | $137,256+32.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.13% | 237.85%-228.7pp | 180.65%-171.5pp | 220.34%-211.2pp |
| Employer contribution / active EE | $2,003 | $3,939-49.2% | $3,689-45.7% | $4,156-51.8% |
| Participant deferral / active EE | $3,591 | $5,500-34.7% | $5,072-29.2% | $6,407-43.9% |
| Admin fee / account holder | $2,688 | $9,721-72.3% | $8,859-69.7% | $12,270-78.1% |