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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 | $138,560 | $148,623-6.8% | $135,974+1.9% | $139,466-0.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.56% | 79.30%-69.7pp | 68.30%-58.7pp | 373.66%-364.1pp |
| Employer contribution / active EE | $3,281 | $5,246-37.5% | $4,859-32.5% | $4,754-31.0% |
| Participant deferral / active EE | $11,250 | $8,103+38.8% | $7,760+45.0% | $6,712+67.6% |
| Admin fee / account holder | $1,249 | $12,406-89.9% | $10,767-88.4% | $11,409-89.1% |