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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 | $170,676 | $154,228+10.7% | $145,433+17.4% | $137,256+24.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.72% | 74.59%-62.9pp | 66.58%-54.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,213 | $4,804-74.8% | $4,554-73.4% | $4,156-70.8% |
| Participant deferral / active EE | $12,049 | $8,216+46.6% | $7,897+52.6% | $6,407+88.1% |
| Admin fee / account holder | $10,438 | $14,344-27.2% | $13,129-20.5% | $12,270-14.9% |