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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 | $169,575 | $156,398+8.4% | $147,318+15.1% | $138,895+22.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.35% | 78.75%-69.4pp | 70.43%-61.1pp | 145.39%-136.0pp |
| Employer contribution / active EE | $7,875 | $4,853+62.3% | $4,593+71.5% | $4,194+87.8% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $18,091 | $14,976+20.8% | $13,708+32.0% | $12,562+44.0% |