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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 | $123,031 | $201,264-38.9% | $184,185-33.2% | $145,978-15.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.01% | 29.00%-20.0pp | 28.81%-19.8pp | 550.52%-541.5pp |
| Employer contribution / active EE | $17,410 | $7,021+148.0% | $6,426+170.9% | $4,662+273.5% |
| Participant deferral / active EE | $11,788 | $9,806+20.2% | $9,132+29.1% | $6,690+76.2% |
| Admin fee / account holder | $419 | $16,376-97.4% | $13,909-97.0% | $13,400-96.9% |