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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 | $118,793 | $114,119+4.1% | $107,187+10.8% | $138,895-14.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 8.92% | 273.21%-264.3pp | 204.55%-195.6pp | 145.39%-136.5pp |
| Employer contribution / active EE | $2,011 | $4,059-50.5% | $3,782-46.8% | $4,194-52.1% |
| Participant deferral / active EE | $4,068 | $5,538-26.5% | $5,096-20.2% | $6,396-36.4% |
| Admin fee / account holder | $879 | $10,024-91.2% | $9,162-90.4% | $12,562-93.0% |