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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 | $112,212 | $185,312-39.4% | $161,489-30.5% | $154,746-27.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 7.44% | 103.84%-96.4pp | 89.72%-82.3pp | 172.34%-164.9pp |
| Employer contribution / active EE | $1,804 | $4,769-62.2% | $4,268-57.7% | $4,379-58.8% |
| Participant deferral / active EE | $2,124 | $6,350-66.6% | $5,630-62.3% | $6,730-68.4% |
| Admin fee / account holder | $1,121 | $18,654-94.0% | $16,006-93.0% | $14,365-92.2% |