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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 | $163,236 | $156,398+4.4% | $147,318+10.8% | $138,895+17.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.30% | 78.75%-67.4pp | 70.43%-59.1pp | 145.39%-134.1pp |
| Employer contribution / active EE | $2,676 | $4,853-44.9% | $4,593-41.7% | $4,194-36.2% |
| Participant deferral / active EE | $6,454 | $8,237-21.6% | $7,906-18.4% | $6,396+0.9% |
| Admin fee / account holder | $1,777 | $14,976-88.1% | $13,708-87.0% | $12,562-85.9% |