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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 | $100,921 | $154,228-34.6% | $145,433-30.6% | $137,256-26.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.38% | 74.59%-66.2pp | 66.58%-58.2pp | 220.34%-212.0pp |
| Employer contribution / active EE | $6,103 | $4,804+27.0% | $4,554+34.0% | $4,156+46.9% |
| Participant deferral / active EE | $7,668 | $8,216-6.7% | $7,897-2.9% | $6,407+19.7% |
| Admin fee / account holder | $1,328 | $14,344-90.7% | $13,129-89.9% | $12,270-89.2% |