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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 | $120,135 | $175,259-31.5% | $149,723-19.8% | $139,487-13.9% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 10.22% | 166.82%-156.6pp | 134.50%-124.3pp | 373.84%-363.6pp |
| Employer contribution / active EE | $2,679 | $5,478-51.1% | $4,821-44.4% | $4,755-43.7% |
| Participant deferral / active EE | $11,000 | $6,522+68.7% | $5,682+93.6% | $6,713+63.9% |
| Admin fee / account holder | $786 | $16,158-95.1% | $13,215-94.0% | $11,407-93.1% |