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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 | $137,780 | $154,228-10.7% | $145,433-5.3% | $137,256+0.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.14% | 74.59%-64.4pp | 66.58%-56.4pp | 220.34%-210.2pp |
| Employer contribution / active EE | $12,000 | $4,804+149.8% | $4,554+163.5% | $4,156+188.7% |
| Participant deferral / active EE | $9,295 | $8,216+13.1% | $7,897+17.7% | $6,407+45.1% |
| Admin fee / account holder | $2,398 | $14,344-83.3% | $13,129-81.7% | $12,270-80.5% |