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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 | $139,054 | $148,582-6.4% | $135,942+2.3% | $139,456-0.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.58% | 79.26%-69.7pp | 68.28%-58.7pp | 373.45%-363.9pp |
| Employer contribution / active EE | $8,209 | $5,245+56.5% | $4,858+69.0% | $4,753+72.7% |
| Participant deferral / active EE | $18,533 | $8,101+128.8% | $7,759+138.9% | $6,711+176.1% |
| Admin fee / account holder | $1,188 | $12,402-90.4% | $10,764-89.0% | $11,407-89.6% |