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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 | $184,790 | $185,312-0.3% | $161,489+14.4% | $154,746+19.4% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 9.20% | 103.84%-94.6pp | 89.72%-80.5pp | 172.34%-163.1pp |
| Employer contribution / active EE | $2,540 | $4,769-46.7% | $4,268-40.5% | $4,379-42.0% |
| Participant deferral / active EE | $8,613 | $6,350+35.6% | $5,630+53.0% | $6,730+28.0% |
| Admin fee / account holder | $3,856 | $18,654-79.3% | $16,006-75.9% | $14,365-73.2% |