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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 | $191,666 | $209,336-8.4% | $197,124-2.8% | $137,256+39.6% |
| Participation rate | 91.7% | 87.3%+4.4pp | 86.7%+5.0pp | 80.0%+11.7pp |
| Annual return | 10.69% | 48.09%-37.4pp | 44.34%-33.7pp | 220.34%-209.6pp |
| Employer contribution / active EE | $2,568 | $6,591-61.0% | $6,227-58.8% | $4,156-38.2% |
| Participant deferral / active EE | $4,038 | $9,614-58.0% | $9,135-55.8% | $6,407-37.0% |
| Admin fee / account holder | $37,486 | $17,308+116.6% | $16,298+130.0% | $12,270+205.5% |