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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 | $122,694 | $201,344-39.1% | $184,243-33.4% | $145,877-15.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 2.79% | 29.01%-26.2pp | 28.82%-26.0pp | 551.28%-548.5pp |
| Employer contribution / active EE | $18,563 | $7,022+164.3% | $6,427+188.8% | $4,663+298.1% |
| Participant deferral / active EE | $16,253 | $9,807+65.7% | $9,132+78.0% | $6,691+142.9% |
| Admin fee / account holder | $13,203 | $16,382-19.4% | $13,914-5.1% | $13,402-1.5% |