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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 | $174,379-18.7% | $152,093-6.8% | $138,895+2.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 9.37% | 74.86%-65.5pp | 66.36%-57.0pp | 145.39%-136.0pp |
| Employer contribution / active EE | $6,325 | $4,652+36.0% | $4,175+51.5% | $4,194+50.8% |
| Participant deferral / active EE | $9,976 | $6,159+62.0% | $5,451+83.0% | $6,396+56.0% |
| Admin fee / account holder | $23,677 | $16,880+40.3% | $14,497+63.3% | $12,562+88.5% |