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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 | $158,088 | $162,136-2.5% | $152,301+3.8% | $154,746+2.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.25% | 91.02%-79.8pp | 80.50%-69.3pp | 172.34%-161.1pp |
| Employer contribution / active EE | $25,399 | $4,890+419.4% | $4,624+449.2% | $4,379+480.0% |
| Participant deferral / active EE | $11,750 | $8,341+40.9% | $8,004+46.8% | $6,730+74.6% |
| Admin fee / account holder | $1,222 | $15,759-92.2% | $14,398-91.5% | $14,365-91.5% |