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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 | $122,051 | $154,228-20.9% | $145,433-16.1% | $137,256-11.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.56% | 74.59%-68.0pp | 66.58%-60.0pp | 220.34%-213.8pp |
| Employer contribution / active EE | $6,649 | $4,804+38.4% | $4,554+46.0% | $4,156+60.0% |
| Participant deferral / active EE | $3,610 | $8,216-56.1% | $7,897-54.3% | $6,407-43.6% |
| Admin fee / account holder | $16,825 | $14,344+17.3% | $13,129+28.2% | $12,270+37.1% |