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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 | $140,408 | $154,228-9.0% | $145,433-3.5% | $137,256+2.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.90% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $3,035 | $4,804-36.8% | $4,554-33.4% | $4,156-27.0% |
| Participant deferral / active EE | $19,397 | $8,216+136.1% | $7,897+145.6% | $6,407+202.8% |
| Admin fee / account holder | $586 | $14,344-95.9% | $13,129-95.5% | $12,270-95.2% |