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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 | $133,055 | $148,623-10.5% | $135,974-2.1% | $139,466-4.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.24% | 79.30%-68.1pp | 68.30%-57.1pp | 373.66%-362.4pp |
| Employer contribution / active EE | $9,847 | $5,246+87.7% | $4,859+102.7% | $4,754+107.1% |
| Participant deferral / active EE | $9,917 | $8,103+22.4% | $7,760+27.8% | $6,712+47.7% |
| Admin fee / account holder | $1,637 | $12,406-86.8% | $10,767-84.8% | $11,409-85.7% |