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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 | $209,336+17.9% | $197,124+25.2% | $137,256+79.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 7.08% | 48.09%-41.0pp | 44.34%-37.3pp | 220.34%-213.3pp |
| Employer contribution / active EE | $2,760 | $6,591-58.1% | $6,227-55.7% | $4,156-33.6% |
| Participant deferral / active EE | $5,725 | $9,614-40.5% | $9,135-37.3% | $6,407-10.6% |
| Admin fee / account holder | $4,479 | $17,308-74.1% | $16,298-72.5% | $12,270-63.5% |