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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 | $92,171 | $148,623-38.0% | $135,974-32.2% | $139,466-33.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.94% | 79.30%-67.4pp | 68.30%-56.4pp | 373.66%-361.7pp |
| Employer contribution / active EE | $2,241 | $5,246-57.3% | $4,859-53.9% | $4,754-52.9% |
| Participant deferral / active EE | $3,300 | $8,103-59.3% | $7,760-57.5% | $6,712-50.8% |
| Admin fee / account holder | $821 | $12,406-93.4% | $10,767-92.4% | $11,409-92.8% |