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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 | $152,010 | $201,259-24.5% | $184,200-17.5% | $145,959+4.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.55% | 28.98%-22.4pp | 28.80%-22.2pp | 561.95%-555.4pp |
| Employer contribution / active EE | $9,591 | $7,018+36.7% | $6,424+49.3% | $4,661+105.8% |
| Participant deferral / active EE | $8,511 | $9,806-13.2% | $9,132-6.8% | $6,689+27.3% |
| Admin fee / account holder | $733 | $16,372-95.5% | $13,907-94.7% | $13,398-94.5% |