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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 | $112,006 | $110,337+1.5% | $102,383+9.4% | $145,877-23.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.87% | 24.83%-16.0pp | 24.94%-16.1pp | 551.28%-542.4pp |
| Employer contribution / active EE | $5,531 | $4,216+31.2% | $3,870+42.9% | $4,663+18.6% |
| Participant deferral / active EE | $8,171 | $5,621+45.4% | $5,060+61.5% | $6,691+22.1% |
| Admin fee / account holder | $1,011 | $9,750-89.6% | $8,391-88.0% | $13,402-92.5% |