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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 | $109,134 | $156,398-30.2% | $147,318-25.9% | $138,895-21.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 3.39% | 78.75%-75.4pp | 70.43%-67.0pp | 145.39%-142.0pp |
| Employer contribution / active EE | $5,231 | $4,853+7.8% | $4,593+13.9% | $4,194+24.7% |
| Participant deferral / active EE | $15,500 | $8,237+88.2% | $7,906+96.0% | $6,396+142.3% |
| Admin fee / account holder | $597 | $14,976-96.0% | $13,708-95.6% | $12,562-95.3% |