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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 | $160,964 | $162,136-0.7% | $152,301+5.7% | $154,746+4.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.93% | 91.02%-81.1pp | 80.50%-70.6pp | 172.34%-162.4pp |
| Employer contribution / active EE | $1,369 | $4,890-72.0% | $4,624-70.4% | $4,379-68.7% |
| Participant deferral / active EE | $2,925 | $8,341-64.9% | $8,004-63.5% | $6,730-56.5% |
| Admin fee / account holder | $1,980 | $15,759-87.4% | $14,398-86.2% | $14,365-86.2% |