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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 | $202,286 | $111,535+81.4% | $105,223+92.2% | $137,256+47.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.13% | 237.85%-226.7pp | 180.65%-169.5pp | 220.34%-209.2pp |
| Employer contribution / active EE | $2,568 | $3,939-34.8% | $3,689-30.4% | $4,156-38.2% |
| Participant deferral / active EE | $11,768 | $5,500+114.0% | $5,072+132.0% | $6,407+83.7% |
| Admin fee / account holder | $14,567 | $9,721+49.8% | $8,859+64.4% | $12,270+18.7% |