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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 | $181,939 | $185,312-1.8% | $161,489+12.7% | $154,746+17.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 7.95% | 103.84%-95.9pp | 89.72%-81.8pp | 172.34%-164.4pp |
| Employer contribution / active EE | $4,602 | $4,769-3.5% | $4,268+7.8% | $4,379+5.1% |
| Participant deferral / active EE | $11,509 | $6,350+81.3% | $5,630+104.4% | $6,730+71.0% |
| Admin fee / account holder | $516 | $18,654-97.2% | $16,006-96.8% | $14,365-96.4% |