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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 | $189,763 | $185,312+2.4% | $161,489+17.5% | $154,746+22.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.81% | 103.84%-94.0pp | 89.72%-79.9pp | 172.34%-162.5pp |
| Employer contribution / active EE | $1,418 | $4,769-70.3% | $4,268-66.8% | $4,379-67.6% |
| Participant deferral / active EE | $4,053 | $6,350-36.2% | $5,630-28.0% | $6,730-39.8% |
| Admin fee / account holder | $22,518 | $18,654+20.7% | $16,006+40.7% | $14,365+56.8% |