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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 | $111,353 | $162,821-31.6% | $133,978-16.9% | $158,982-30.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 3.92% | 41.95%-38.0pp | 45.10%-41.2pp | 302.99%-299.1pp |
| Employer contribution / active EE | $2,304 | $4,976-53.7% | $3,919-41.2% | $4,763-51.6% |
| Participant deferral / active EE | $12,100 | $5,910+104.7% | $5,047+139.7% | $5,983+102.2% |
| Admin fee / account holder | $374 | $11,742-96.8% | $8,930-95.8% | $11,252-96.7% |