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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 | $147,597 | $154,228-4.3% | $145,433+1.5% | $137,256+7.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.31% | 74.59%-62.3pp | 66.58%-54.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,807 | $4,804-62.4% | $4,554-60.3% | $4,156-56.5% |
| Participant deferral / active EE | $4,337 | $8,216-47.2% | $7,897-45.1% | $6,407-32.3% |
| Admin fee / account holder | $4,557 | $14,344-68.2% | $13,129-65.3% | $12,270-62.9% |