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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 | $183,366 | $124,425+47.4% | $112,040+63.7% | $137,256+33.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 5.16% | 24.72%-19.6pp | 24.52%-19.4pp | 220.34%-215.2pp |
| Employer contribution / active EE | $1,499 | $3,411-56.1% | $2,954-49.3% | $4,156-63.9% |
| Participant deferral / active EE | $2,615 | $5,718-54.3% | $5,098-48.7% | $6,407-59.2% |
| Admin fee / account holder | $9,825 | $15,207-35.4% | $12,098-18.8% | $12,270-19.9% |