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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 | $143,826 | $148,623-3.2% | $135,974+5.8% | $139,466+3.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.20% | 79.30%-69.1pp | 68.30%-58.1pp | 373.66%-363.5pp |
| Employer contribution / active EE | $2,504 | $5,246-52.3% | $4,859-48.5% | $4,754-47.3% |
| Participant deferral / active EE | $12,380 | $8,103+52.8% | $7,760+59.5% | $6,712+84.4% |
| Admin fee / account holder | $1,502 | $12,406-87.9% | $10,767-86.0% | $11,409-86.8% |