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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 | $156,398-23.8% | $147,318-19.2% | $138,895-14.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.97% | 78.75%-69.8pp | 70.43%-61.5pp | 145.39%-136.4pp |
| Employer contribution / active EE | $4,261 | $4,853-12.2% | $4,593-7.2% | $4,194+1.6% |
| Participant deferral / active EE | $11,605 | $8,237+40.9% | $7,906+46.8% | $6,396+81.4% |
| Admin fee / account holder | $859 | $14,976-94.3% | $13,708-93.7% | $12,562-93.2% |