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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 | $127,202 | $154,228-17.5% | $145,433-12.5% | $137,256-7.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.97% | 74.59%-67.6pp | 66.58%-59.6pp | 220.34%-213.4pp |
| Employer contribution / active EE | $2,746 | $4,804-42.8% | $4,554-39.7% | $4,156-33.9% |
| Participant deferral / active EE | $6,632 | $8,216-19.3% | $7,897-16.0% | $6,407+3.5% |
| Admin fee / account holder | $1,662 | $14,344-88.4% | $13,129-87.3% | $12,270-86.5% |