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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 | $174,234 | $162,136+7.5% | $152,301+14.4% | $154,746+12.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 6.01% | 91.02%-85.0pp | 80.50%-74.5pp | 172.34%-166.3pp |
| Employer contribution / active EE | $2,306 | $4,890-52.8% | $4,624-50.1% | $4,379-47.3% |
| Participant deferral / active EE | $8,767 | $8,341+5.1% | $8,004+9.5% | $6,730+30.3% |
| Admin fee / account holder | $4,322 | $15,759-72.6% | $14,398-70.0% | $14,365-69.9% |