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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 | $205,644 | $155,555+32.2% | $146,866+40.0% | $155,188+32.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 6.70% | 115.41%-108.7pp | 102.85%-96.2pp | 148.84%-142.1pp |
| Employer contribution / active EE | $3,355 | $4,647-27.8% | $4,425-24.2% | $4,248-21.0% |
| Participant deferral / active EE | $22,820 | $8,044+183.7% | $7,759+194.1% | $6,531+249.4% |
| Admin fee / account holder | $933 | $14,755-93.7% | $13,620-93.1% | $14,480-93.6% |