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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 | $167,161 | $154,228+8.4% | $145,433+14.9% | $137,256+21.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.69% | 74.59%-62.9pp | 66.58%-54.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $2,856 | $4,804-40.5% | $4,554-37.3% | $4,156-31.3% |
| Participant deferral / active EE | $7,564 | $8,216-7.9% | $7,897-4.2% | $6,407+18.1% |
| Admin fee / account holder | $3,548 | $14,344-75.3% | $13,129-73.0% | $12,270-71.1% |