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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 | $160,041 | $165,361-3.2% | $149,715+6.9% | $158,950+0.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.11% | 348.24%-340.1pp | 276.66%-268.5pp | 302.91%-294.8pp |
| Employer contribution / active EE | $2,372 | $5,103-53.5% | $4,645-48.9% | $4,762-50.2% |
| Participant deferral / active EE | $6,011 | $7,182-16.3% | $6,842-12.1% | $5,983+0.5% |
| Admin fee / account holder | $650 | $10,808-94.0% | $9,310-93.0% | $11,248-94.2% |