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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 | $102,335 | $182,442-43.9% | $163,379-37.4% | $138,895-26.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 9.97% | 72.74%-62.8pp | 63.41%-53.4pp | 145.39%-135.4pp |
| Employer contribution / active EE | $12,569 | $4,159+202.2% | $3,752+235.0% | $4,194+199.7% |
| Participant deferral / active EE | $7,248 | $6,817+6.3% | $6,282+15.4% | $6,396+13.3% |
| Admin fee / account holder | $522 | $10,396-95.0% | $9,818-94.7% | $12,562-95.8% |