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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 | $175,921 | $156,398+12.5% | $147,318+19.4% | $138,895+26.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 4.73% | 78.75%-74.0pp | 70.43%-65.7pp | 145.39%-140.7pp |
| Employer contribution / active EE | $37,169 | $4,853+665.8% | $4,593+709.3% | $4,194+786.2% |
| Participant deferral / active EE | $15,500 | $8,237+88.2% | $7,906+96.0% | $6,396+142.3% |
| Admin fee / account holder | $1,164 | $14,976-92.2% | $13,708-91.5% | $12,562-90.7% |