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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 | $152,356 | $209,336-27.2% | $197,124-22.7% | $137,256+11.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.74% | 48.09%-37.4pp | 44.34%-33.6pp | 220.34%-209.6pp |
| Employer contribution / active EE | $2,978 | $6,591-54.8% | $6,227-52.2% | $4,156-28.3% |
| Participant deferral / active EE | $6,785 | $9,614-29.4% | $9,135-25.7% | $6,407+5.9% |
| Admin fee / account holder | $9,927 | $17,308-42.6% | $16,298-39.1% | $12,270-19.1% |