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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 | $147,431 | $148,629-0.8% | $135,982+8.4% | $139,487+5.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.52% | 79.33%-67.8pp | 68.32%-56.8pp | 373.84%-362.3pp |
| Employer contribution / active EE | $4,832 | $5,247-7.9% | $4,859-0.6% | $4,755+1.6% |
| Participant deferral / active EE | $22,168 | $8,102+173.6% | $7,760+185.7% | $6,713+230.2% |
| Admin fee / account holder | $7,816 | $12,406-37.0% | $10,767-27.4% | $11,407-31.5% |