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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 | $119,104 | $155,555-23.4% | $146,866-18.9% | $155,188-23.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 8.97% | 115.41%-106.4pp | 102.85%-93.9pp | 148.84%-139.9pp |
| Employer contribution / active EE | $4,261 | $4,647-8.3% | $4,425-3.7% | $4,248+0.3% |
| Participant deferral / active EE | $11,605 | $8,044+44.3% | $7,759+49.6% | $6,531+77.7% |
| Admin fee / account holder | $859 | $14,755-94.2% | $13,620-93.7% | $14,480-94.1% |