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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 | $137,654 | $201,372-31.6% | $184,260-25.3% | $145,884-5.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.97% | 29.04%-20.1pp | 28.84%-19.9pp | 551.85%-542.9pp |
| Employer contribution / active EE | $2,949 | $7,024-58.0% | $6,427-54.1% | $4,662-36.7% |
| Participant deferral / active EE | $14,258 | $9,808+45.4% | $9,133+56.1% | $6,690+113.1% |
| Admin fee / account holder | $16,420 | $16,362+0.4% | $13,898+18.1% | $13,392+22.6% |