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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 | $118,986 | $172,111-30.9% | $150,298-20.8% | $137,256-13.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.75% | 69.37%-58.6pp | 62.79%-52.0pp | 220.34%-209.6pp |
| Employer contribution / active EE | $7,220 | $4,636+55.7% | $4,154+73.8% | $4,156+73.7% |
| Participant deferral / active EE | $18,955 | $6,166+207.4% | $5,453+247.6% | $6,407+195.9% |
| Admin fee / account holder | $9,818 | $16,471-40.4% | $14,116-30.4% | $12,270-20.0% |