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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 | $120,892 | $154,228-21.6% | $145,433-16.9% | $137,256-11.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.27% | 74.59%-66.3pp | 66.58%-58.3pp | 220.34%-212.1pp |
| Employer contribution / active EE | $1,645 | $4,804-65.8% | $4,554-63.9% | $4,156-60.4% |
| Participant deferral / active EE | $4,522 | $8,216-45.0% | $7,897-42.7% | $6,407-29.4% |
| Admin fee / account holder | $2,500 | $14,344-82.6% | $13,129-81.0% | $12,270-79.6% |