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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 | $134,188 | $154,228-13.0% | $145,433-7.7% | $137,256-2.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.83% | 74.59%-64.8pp | 66.58%-56.7pp | 220.34%-210.5pp |
| Employer contribution / active EE | $11,749 | $4,804+144.6% | $4,554+158.0% | $4,156+182.7% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $91,154 | $14,344+535.5% | $13,129+594.3% | $12,270+642.9% |