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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 | $156,398-22.1% | $147,318-17.3% | $138,895-12.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.60% | 78.75%-67.1pp | 70.43%-58.8pp | 145.39%-133.8pp |
| Employer contribution / active EE | $10,059 | $4,853+107.3% | $4,593+119.0% | $4,194+139.8% |
| Participant deferral / active EE | $11,139 | $8,237+35.2% | $7,906+40.9% | $6,396+74.1% |
| Admin fee / account holder | $7,345 | $14,976-51.0% | $13,708-46.4% | $12,562-41.5% |