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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 | $156,987 | $156,398+0.4% | $147,318+6.6% | $138,895+13.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.83% | 78.75%-68.9pp | 70.43%-60.6pp | 145.39%-135.6pp |
| Employer contribution / active EE | $18,053 | $4,853+272.0% | $4,593+293.1% | $4,194+330.4% |
| Participant deferral / active EE | $9,196 | $8,237+11.6% | $7,906+16.3% | $6,396+43.8% |
| Admin fee / account holder | $5,280 | $14,976-64.7% | $13,708-61.5% | $12,562-58.0% |