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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 | $139,950 | $174,379-19.7% | $152,093-8.0% | $138,895+0.8% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 10.67% | 74.86%-64.2pp | 66.36%-55.7pp | 145.39%-134.7pp |
| Employer contribution / active EE | $12,240 | $4,652+163.1% | $4,175+193.2% | $4,194+191.8% |
| Participant deferral / active EE | $7,791 | $6,159+26.5% | $5,451+42.9% | $6,396+21.8% |
| Admin fee / account holder | $1,436 | $16,880-91.5% | $14,497-90.1% | $12,562-88.6% |