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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 | $165,735 | $178,174-7.0% | $156,181+6.1% | $137,256+20.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 7.93% | 84.19%-76.3pp | 64.87%-56.9pp | 220.34%-212.4pp |
| Employer contribution / active EE | $1,626 | $4,972-67.3% | $4,294-62.1% | $4,156-60.9% |
| Participant deferral / active EE | $4,894 | $6,888-29.0% | $6,132-20.2% | $6,407-23.6% |
| Admin fee / account holder | $2,567 | $17,404-85.3% | $14,586-82.4% | $12,270-79.1% |