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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 | $126,429 | $154,228-18.0% | $145,433-13.1% | $137,256-7.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.87% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $11,772 | $4,804+145.1% | $4,554+158.5% | $4,156+183.3% |
| Participant deferral / active EE | $14,411 | $8,216+75.4% | $7,897+82.5% | $6,407+124.9% |
| Admin fee / account holder | $75,620 | $14,344+427.2% | $13,129+476.0% | $12,270+516.3% |