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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 | $131,601 | $124,425+5.8% | $112,040+17.5% | $137,256-4.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 0.81% | 24.72%-23.9pp | 24.52%-23.7pp | 220.34%-219.5pp |
| Employer contribution / active EE | $11,226 | $3,411+229.1% | $2,954+280.0% | $4,156+170.1% |
| Participant deferral / active EE | $9,843 | $5,718+72.1% | $5,098+93.1% | $6,407+53.6% |
| Admin fee / account holder | $12,692 | $15,207-16.5% | $12,098+4.9% | $12,270+3.4% |