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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 | $94,307 | $100,970-6.6% | $96,576-2.3% | $137,256-31.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 11.44% | 38.16%-26.7pp | 38.47%-27.0pp | 220.34%-208.9pp |
| Employer contribution / active EE | $3,425 | $3,809-10.1% | $3,553-3.6% | $4,156-17.6% |
| Participant deferral / active EE | $7,889 | $8,286-4.8% | $7,956-0.9% | $6,407+23.1% |
| Admin fee / account holder | $1,062 | $11,312-90.6% | $11,381-90.7% | $12,270-91.3% |