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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 | $193,198 | $161,352+19.7% | $134,172+44.0% | $137,256+40.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 8.47% | 28.72%-20.2pp | 25.30%-16.8pp | 220.34%-211.9pp |
| Employer contribution / active EE | $6,836 | $4,099+66.8% | $3,420+99.9% | $4,156+64.5% |
| Participant deferral / active EE | $10,086 | $5,552+81.7% | $4,690+115.0% | $6,407+57.4% |
| Admin fee / account holder | $10,107 | $15,028-32.7% | $12,016-15.9% | $12,270-17.6% |