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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 | $106,347 | $106,267+0.1% | $96,520+10.2% | $139,456-23.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 7.14% | 38.45%-31.3pp | 35.72%-28.6pp | 373.45%-366.3pp |
| Employer contribution / active EE | $3,917 | $4,105-4.6% | $3,739+4.8% | $4,753-17.6% |
| Participant deferral / active EE | $2,600 | $5,454-52.3% | $4,879-46.7% | $6,711-61.3% |
| Admin fee / account holder | $763 | $7,882-90.3% | $6,733-88.7% | $11,407-93.3% |