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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 | $181,462 | $156,398+16.0% | $147,318+23.2% | $138,895+30.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 6.38% | 78.75%-72.4pp | 70.43%-64.1pp | 145.39%-139.0pp |
| Employer contribution / active EE | $1,103 | $4,853-77.3% | $4,593-76.0% | $4,194-73.7% |
| Participant deferral / active EE | $20,667 | $8,237+150.9% | $7,906+161.4% | $6,396+223.1% |
| Admin fee / account holder | $8,059 | $14,976-46.2% | $13,708-41.2% | $12,562-35.8% |