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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 | $202,733 | $162,136+25.0% | $152,301+33.1% | $154,746+31.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.78% | 91.02%-80.2pp | 80.50%-69.7pp | 172.34%-161.6pp |
| Employer contribution / active EE | $3,967 | $4,890-18.9% | $4,624-14.2% | $4,379-9.4% |
| Participant deferral / active EE | $8,627 | $8,341+3.4% | $8,004+7.8% | $6,730+28.2% |
| Admin fee / account holder | $17,432 | $15,759+10.6% | $14,398+21.1% | $14,365+21.3% |