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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 | $118,365 | $156,398-24.3% | $147,318-19.7% | $138,895-14.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 1.21% | 78.75%-77.5pp | 70.43%-69.2pp | 145.39%-144.2pp |
| Employer contribution / active EE | $4,225 | $4,853-12.9% | $4,593-8.0% | $4,194+0.7% |
| Participant deferral / active EE | $10,856 | $8,237+31.8% | $7,906+37.3% | $6,396+69.7% |
| Admin fee / account holder | $1,248 | $14,976-91.7% | $13,708-90.9% | $12,562-90.1% |