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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 | $149,371 | $157,304-5.0% | $141,197+5.8% | $152,909-2.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.35% | 64.34%-50.0pp | 71.41%-57.1pp | 345.46%-331.1pp |
| Employer contribution / active EE | $7,415 | $5,263+40.9% | $4,736+56.6% | $4,764+55.6% |
| Participant deferral / active EE | $8,302 | $7,111+16.8% | $6,710+23.7% | $5,851+41.9% |
| Admin fee / account holder | $922 | $12,126-92.4% | $10,265-91.0% | $11,601-92.1% |