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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 | $154,126 | $156,398-1.5% | $147,318+4.6% | $138,895+11.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.96% | 78.75%-67.8pp | 70.43%-59.5pp | 145.39%-134.4pp |
| Employer contribution / active EE | $10,432 | $4,853+115.0% | $4,593+127.1% | $4,194+148.7% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $7,656 | $14,976-48.9% | $13,708-44.1% | $12,562-39.1% |