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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 | $181,232 | $199,109-9.0% | $173,730+4.3% | $154,746+17.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 4.73% | 20.02%-15.3pp | 19.96%-15.2pp | 172.34%-167.6pp |
| Employer contribution / active EE | $3,043 | $5,311-42.7% | $4,577-33.5% | $4,379-30.5% |
| Participant deferral / active EE | $23,000 | $7,113+223.4% | $6,326+263.6% | $6,730+241.7% |
| Admin fee / account holder | $9,090 | $20,916-56.5% | $17,523-48.1% | $14,365-36.7% |