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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 | $124,865 | $114,119+9.4% | $107,187+16.5% | $138,895-10.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 9.51% | 273.21%-263.7pp | 204.55%-195.0pp | 145.39%-135.9pp |
| Employer contribution / active EE | $10,000 | $4,059+146.4% | $3,782+164.4% | $4,194+138.4% |
| Participant deferral / active EE | $6,668 | $5,538+20.4% | $5,096+30.8% | $6,396+4.2% |
| Admin fee / account holder | $66,536 | $10,024+563.8% | $9,162+626.2% | $12,562+429.7% |