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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 | $147,719 | $174,379-15.3% | $152,093-2.9% | $138,895+6.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 7.32% | 74.86%-67.5pp | 66.36%-59.0pp | 145.39%-138.1pp |
| Employer contribution / active EE | $1,879 | $4,652-59.6% | $4,175-55.0% | $4,194-55.2% |
| Participant deferral / active EE | $5,358 | $6,159-13.0% | $5,451-1.7% | $6,396-16.2% |
| Admin fee / account holder | $17,812 | $16,880+5.5% | $14,497+22.9% | $12,562+41.8% |