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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 | $121,888 | $154,228-21.0% | $145,433-16.2% | $137,256-11.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.60% | 74.59%-63.0pp | 66.58%-55.0pp | 220.34%-208.7pp |
| Employer contribution / active EE | $10,059 | $4,804+109.4% | $4,554+120.9% | $4,156+142.0% |
| Participant deferral / active EE | $11,139 | $8,216+35.6% | $7,897+41.0% | $6,407+73.9% |
| Admin fee / account holder | $7,345 | $14,344-48.8% | $13,129-44.1% | $12,270-40.1% |