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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 | $117,187 | $156,398-25.1% | $147,318-20.5% | $138,895-15.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 7.95% | 78.75%-70.8pp | 70.43%-62.5pp | 145.39%-137.4pp |
| Employer contribution / active EE | $2,599 | $4,853-46.5% | $4,593-43.4% | $4,194-38.0% |
| Participant deferral / active EE | $6,490 | $8,237-21.2% | $7,906-17.9% | $6,396+1.5% |
| Admin fee / account holder | $28,320 | $14,976+89.1% | $13,708+106.6% | $12,562+125.4% |