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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 | $134,473 | $157,276-14.5% | $141,177-4.7% | $152,885-12.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.11% | 64.33%-51.2pp | 71.40%-58.3pp | 345.39%-332.3pp |
| Employer contribution / active EE | $3,107 | $5,262-41.0% | $4,736-34.4% | $4,763-34.8% |
| Participant deferral / active EE | $11,543 | $7,110+62.3% | $6,710+72.0% | $5,851+97.3% |
| Admin fee / account holder | $1,943 | $12,123-84.0% | $10,263-81.1% | $11,598-83.3% |