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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 | $216,946 | $162,136+33.8% | $152,301+42.4% | $154,746+40.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.50% | 91.02%-80.5pp | 80.50%-70.0pp | 172.34%-161.8pp |
| Employer contribution / active EE | $3,220 | $4,890-34.2% | $4,624-30.4% | $4,379-26.5% |
| Participant deferral / active EE | $9,105 | $8,341+9.2% | $8,004+13.8% | $6,730+35.3% |
| Admin fee / account holder | $2,294 | $15,759-85.4% | $14,398-84.1% | $14,365-84.0% |