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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 | $141,355 | $156,398-9.6% | $147,318-4.0% | $138,895+1.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.98% | 78.75%-68.8pp | 70.43%-60.5pp | 145.39%-135.4pp |
| Employer contribution / active EE | $3,305 | $4,853-31.9% | $4,593-28.0% | $4,194-21.2% |
| Participant deferral / active EE | $11,350 | $8,237+37.8% | $7,906+43.6% | $6,396+77.5% |
| Admin fee / account holder | $4,007 | $14,976-73.2% | $13,708-70.8% | $12,562-68.1% |