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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 | $246,883 | $227,291+8.6% | $214,702+15.0% | $155,188+59.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 7.08% | 60.08%-53.0pp | 54.55%-47.5pp | 148.84%-141.8pp |
| Employer contribution / active EE | $2,760 | $6,772-59.2% | $6,461-57.3% | $4,248-35.0% |
| Participant deferral / active EE | $5,725 | $9,582-40.2% | $9,147-37.4% | $6,531-12.3% |
| Admin fee / account holder | $4,479 | $20,413-78.1% | $19,830-77.4% | $14,480-69.1% |