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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 | $129,502 | $154,228-16.0% | $145,433-11.0% | $137,256-5.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.80% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $18,212 | $4,804+279.1% | $4,554+299.9% | $4,156+338.2% |
| Participant deferral / active EE | $9,083 | $8,216+10.6% | $7,897+15.0% | $6,407+41.8% |
| Admin fee / account holder | $5,491 | $14,344-61.7% | $13,129-58.2% | $12,270-55.3% |