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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 | $190,236 | $156,398+21.6% | $147,318+29.1% | $138,895+37.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.65% | 78.75%-70.1pp | 70.43%-61.8pp | 145.39%-136.7pp |
| Employer contribution / active EE | $6,306 | $4,853+29.9% | $4,593+37.3% | $4,194+50.4% |
| Participant deferral / active EE | $10,427 | $8,237+26.6% | $7,906+31.9% | $6,396+63.0% |
| Admin fee / account holder | $3,259 | $14,976-78.2% | $13,708-76.2% | $12,562-74.1% |