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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 | $193,894 | $125,797+54.1% | $170,057+14.0% | $75,177+157.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 10.29% | 27.20%-16.9pp | 53.42%-43.1pp | 160.75%-150.5pp |
| Employer contribution / active EE | $5,791 | $4,616+25.4% | $6,790-14.7% | $2,671+116.8% |
| Participant deferral / active EE | $5,945 | $6,838-13.1% | $10,411-42.9% | $4,126+44.1% |
| Admin fee / account holder | $1,530 | $8,177-81.3% | $12,826-88.1% | $5,651-72.9% |