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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 | $119,303 | $154,228-22.6% | $145,433-18.0% | $137,256-13.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.79% | 74.59%-67.8pp | 66.58%-59.8pp | 220.34%-213.6pp |
| Employer contribution / active EE | $4,341 | $4,804-9.6% | $4,554-4.7% | $4,156+4.5% |
| Participant deferral / active EE | $16,956 | $8,216+106.4% | $7,897+114.7% | $6,407+164.6% |
| Admin fee / account holder | $109,659 | $14,344+664.5% | $13,129+735.2% | $12,270+793.7% |