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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 | $108,409 | $176,105-38.4% | $159,474-32.0% | $167,536-35.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.89% | 331.91%-323.0pp | 263.68%-254.8pp | 478.82%-469.9pp |
| Employer contribution / active EE | $3,824 | $5,299-27.8% | $4,831-20.8% | $4,839-21.0% |
| Participant deferral / active EE | $14,237 | $7,751+83.7% | $7,353+93.6% | $6,342+124.5% |
| Admin fee / account holder | $854 | $12,559-93.2% | $10,802-92.1% | $12,315-93.1% |