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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 | $189,763 | $172,111+10.3% | $150,298+26.3% | $137,256+38.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.81% | 69.37%-59.6pp | 62.79%-53.0pp | 220.34%-210.5pp |
| Employer contribution / active EE | $1,418 | $4,636-69.4% | $4,154-65.9% | $4,156-65.9% |
| Participant deferral / active EE | $4,053 | $6,166-34.3% | $5,453-25.7% | $6,407-36.7% |
| Admin fee / account holder | $22,518 | $16,471+36.7% | $14,116+59.5% | $12,270+83.5% |