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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 | $170,764 | $156,398+9.2% | $147,318+15.9% | $138,895+22.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.64% | 78.75%-70.1pp | 70.43%-61.8pp | 145.39%-136.8pp |
| Employer contribution / active EE | $3,281 | $4,853-32.4% | $4,593-28.6% | $4,194-21.8% |
| Participant deferral / active EE | $23,567 | $8,237+186.1% | $7,906+198.1% | $6,396+268.4% |
| Admin fee / account holder | $162,118 | $14,976+982.5% | $13,708+1082.7% | $12,562+1190.5% |