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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 | $107,395 | $156,398-31.3% | $147,318-27.1% | $138,895-22.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.01% | 78.75%-67.7pp | 70.43%-59.4pp | 145.39%-134.4pp |
| Employer contribution / active EE | $2,950 | $4,853-39.2% | $4,593-35.8% | $4,194-29.7% |
| Participant deferral / active EE | $12,976 | $8,237+57.5% | $7,906+64.1% | $6,396+102.9% |
| Admin fee / account holder | $912 | $14,976-93.9% | $13,708-93.3% | $12,562-92.7% |