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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 | $163,138 | $210,510-22.5% | $153,500+6.3% | $145,877+11.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.82% | 13.45%-5.6pp | 15.70%-7.9pp | 551.28%-543.5pp |
| Employer contribution / active EE | $6,559 | $6,052+8.4% | $5,039+30.2% | $4,663+40.7% |
| Participant deferral / active EE | $12,019 | $7,974+50.7% | $6,756+77.9% | $6,691+79.6% |
| Admin fee / account holder | $51,101 | $19,455+162.7% | $12,736+301.2% | $13,402+281.3% |