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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 | $150,705 | $154,228-2.3% | $145,433+3.6% | $137,256+9.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.85% | 74.59%-63.7pp | 66.58%-55.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $3,052 | $4,804-36.5% | $4,554-33.0% | $4,156-26.6% |
| Participant deferral / active EE | $13,967 | $8,216+70.0% | $7,897+76.9% | $6,407+118.0% |
| Admin fee / account holder | $7,386 | $14,344-48.5% | $13,129-43.7% | $12,270-39.8% |