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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 | $144,003 | $148,629-3.1% | $135,982+5.9% | $139,487+3.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.81% | 79.33%-67.5pp | 68.32%-56.5pp | 373.84%-362.0pp |
| Employer contribution / active EE | $15,384 | $5,247+193.2% | $4,859+216.6% | $4,755+223.6% |
| Participant deferral / active EE | $5,800 | $8,102-28.4% | $7,760-25.3% | $6,713-13.6% |
| Admin fee / account holder | $1,713 | $12,406-86.2% | $10,767-84.1% | $11,407-85.0% |