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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 | $119,357 | $181,062-34.1% | $158,223-24.6% | $155,188-23.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 6.87% | 57.39%-50.5pp | 52.09%-45.2pp | 148.84%-142.0pp |
| Employer contribution / active EE | $7,210 | $4,565+58.0% | $4,109+75.5% | $4,248+69.7% |
| Participant deferral / active EE | $5,208 | $6,134-15.1% | $5,467-4.7% | $6,531-20.3% |
| Admin fee / account holder | $845 | $18,825-95.5% | $16,047-94.7% | $14,480-94.2% |