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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 | $203,239 | $172,111+18.1% | $150,298+35.2% | $137,256+48.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.56% | 69.37%-58.8pp | 62.79%-52.2pp | 220.34%-209.8pp |
| Employer contribution / active EE | $3,983 | $4,636-14.1% | $4,154-4.1% | $4,156-4.2% |
| Participant deferral / active EE | $4,555 | $6,166-26.1% | $5,453-16.5% | $6,407-28.9% |
| Admin fee / account holder | $1,532 | $16,471-90.7% | $14,116-89.1% | $12,270-87.5% |