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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 | $118,514 | $178,174-33.5% | $156,181-24.1% | $137,256-13.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 8.73% | 84.19%-75.5pp | 64.87%-56.1pp | 220.34%-211.6pp |
| Employer contribution / active EE | $1,750 | $4,972-64.8% | $4,294-59.2% | $4,156-57.9% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,846 | $17,404-83.6% | $14,586-80.5% | $12,270-76.8% |