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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 | $240,198 | $199,109+20.6% | $173,730+38.3% | $154,746+55.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 8.57% | 20.02%-11.5pp | 19.96%-11.4pp | 172.34%-163.8pp |
| Employer contribution / active EE | $3,625 | $5,311-31.7% | $4,577-20.8% | $4,379-17.2% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $10,114 | $20,916-51.6% | $17,523-42.3% | $14,365-29.6% |