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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 | $174,815 | $154,228+13.3% | $145,433+20.2% | $137,256+27.4% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 3.60% | 74.59%-71.0pp | 66.58%-63.0pp | 220.34%-216.7pp |
| Employer contribution / active EE | $13,571 | $4,804+182.5% | $4,554+198.0% | $4,156+226.5% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,529 | $14,344-89.3% | $13,129-88.4% | $12,270-87.5% |