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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 | $171,592 | $172,111-0.3% | $150,298+14.2% | $137,256+25.0% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 11.26% | 69.37%-58.1pp | 62.79%-51.5pp | 220.34%-209.1pp |
| Employer contribution / active EE | $2,500 | $4,636-46.1% | $4,154-39.8% | $4,156-39.9% |
| Participant deferral / active EE | $4,700 | $6,166-23.8% | $5,453-13.8% | $6,407-26.6% |
| Admin fee / account holder | $6,542 | $16,471-60.3% | $14,116-53.7% | $12,270-46.7% |