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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 | $110,941 | $174,379-36.4% | $152,093-27.1% | $138,895-20.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 8.72% | 74.86%-66.1pp | 66.36%-57.6pp | 145.39%-136.7pp |
| Employer contribution / active EE | $1,514 | $4,652-67.5% | $4,175-63.7% | $4,194-63.9% |
| Participant deferral / active EE | $11,635 | $6,159+88.9% | $5,451+113.4% | $6,396+81.9% |
| Admin fee / account holder | $125,039 | $16,880+640.8% | $14,497+762.5% | $12,562+895.4% |