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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 | $204,068 | $154,228+32.3% | $145,433+40.3% | $137,256+48.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.04% | 74.59%-63.5pp | 66.58%-55.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $2,814 | $4,804-41.4% | $4,554-38.2% | $4,156-32.3% |
| Participant deferral / active EE | $8,866 | $8,216+7.9% | $7,897+12.3% | $6,407+38.4% |
| Admin fee / account holder | $8,083 | $14,344-43.6% | $13,129-38.4% | $12,270-34.1% |