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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 | $190,408 | $162,136+17.4% | $152,301+25.0% | $154,746+23.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 8.48% | 91.02%-82.5pp | 80.50%-72.0pp | 172.34%-163.9pp |
| Employer contribution / active EE | $2,897 | $4,890-40.8% | $4,624-37.4% | $4,379-33.9% |
| Participant deferral / active EE | $8,414 | $8,341+0.9% | $8,004+5.1% | $6,730+25.0% |
| Admin fee / account holder | $4,239 | $15,759-73.1% | $14,398-70.6% | $14,365-70.5% |