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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 | $78,222 | $124,425-37.1% | $112,040-30.2% | $137,256-43.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 8.32% | 24.72%-16.4pp | 24.52%-16.2pp | 220.34%-212.0pp |
| Employer contribution / active EE | $3,595 | $3,411+5.4% | $2,954+21.7% | $4,156-13.5% |
| Participant deferral / active EE | $2,671 | $5,718-53.3% | $5,098-47.6% | $6,407-58.3% |
| Admin fee / account holder | $11,822 | $15,207-22.3% | $12,098-2.3% | $12,270-3.7% |