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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 | $169,328 | $174,379-2.9% | $152,093+11.3% | $138,895+21.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 8.71% | 74.86%-66.2pp | 66.36%-57.7pp | 145.39%-136.7pp |
| Employer contribution / active EE | $2,900 | $4,652-37.7% | $4,175-30.5% | $4,194-30.9% |
| Participant deferral / active EE | $5,623 | $6,159-8.7% | $5,451+3.1% | $6,396-12.1% |
| Admin fee / account holder | $12,185 | $16,880-27.8% | $14,497-15.9% | $12,562-3.0% |