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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 | $139,938 | $136,860+2.2% | $120,344+16.3% | $154,746-9.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 7.36% | 21.38%-14.0pp | 20.30%-12.9pp | 172.34%-165.0pp |
| Employer contribution / active EE | $6,982 | $3,533+97.6% | $3,020+131.2% | $4,379+59.4% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $10,445 | $15,393-32.1% | $12,742-18.0% | $14,365-27.3% |