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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 | $141,800 | $172,111-17.6% | $150,298-5.7% | $137,256+3.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.37% | 69.37%-60.0pp | 62.79%-53.4pp | 220.34%-211.0pp |
| Employer contribution / active EE | $6,325 | $4,636+36.4% | $4,154+52.3% | $4,156+52.2% |
| Participant deferral / active EE | $9,976 | $6,166+61.8% | $5,453+83.0% | $6,407+55.7% |
| Admin fee / account holder | $23,677 | $16,471+43.7% | $14,116+67.7% | $12,270+93.0% |