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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 | $113,498 | $172,111-34.1% | $150,298-24.5% | $137,256-17.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.86% | 69.37%-58.5pp | 62.79%-51.9pp | 220.34%-209.5pp |
| Employer contribution / active EE | $1,339 | $4,636-71.1% | $4,154-67.8% | $4,156-67.8% |
| Participant deferral / active EE | $4,407 | $6,166-28.5% | $5,453-19.2% | $6,407-31.2% |
| Admin fee / account holder | $943 | $16,471-94.3% | $14,116-93.3% | $12,270-92.3% |