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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 | $129,697 | $176,786-26.6% | $146,643-11.6% | $167,536-22.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 3.39% | 24.04%-20.6pp | 22.75%-19.4pp | 478.82%-475.4pp |
| Employer contribution / active EE | $3,007 | $5,161-41.7% | $4,137-27.3% | $4,839-37.9% |
| Participant deferral / active EE | $8,618 | $6,440+33.8% | $5,506+56.5% | $6,342+35.9% |
| Admin fee / account holder | $516 | $13,262-96.1% | $10,280-95.0% | $12,315-95.8% |