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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 | $182,532 | $171,272+6.6% | $127,803+42.8% | $152,885+19.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 4.21% | 23.54%-19.3pp | 26.14%-21.9pp | 345.39%-341.2pp |
| Employer contribution / active EE | $3,509 | $5,451-35.6% | $4,576-23.3% | $4,763-26.3% |
| Participant deferral / active EE | $8,578 | $7,043+21.8% | $6,023+42.4% | $5,851+46.6% |
| Admin fee / account holder | $6,001 | $14,540-58.7% | $9,399-36.2% | $11,598-48.3% |