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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 | $190,236 | $155,555+22.3% | $146,866+29.5% | $155,188+22.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 8.65% | 115.41%-106.8pp | 102.85%-94.2pp | 148.84%-140.2pp |
| Employer contribution / active EE | $6,306 | $4,647+35.7% | $4,425+42.5% | $4,248+48.5% |
| Participant deferral / active EE | $10,427 | $8,044+29.6% | $7,759+34.4% | $6,531+59.6% |
| Admin fee / account holder | $3,259 | $14,755-77.9% | $13,620-76.1% | $14,480-77.5% |