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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 | $133,960 | $157,304-14.8% | $141,197-5.1% | $152,909-12.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.89% | 64.34%-52.5pp | 71.41%-59.5pp | 345.46%-333.6pp |
| Employer contribution / active EE | $3,641 | $5,263-30.8% | $4,736-23.1% | $4,764-23.6% |
| Participant deferral / active EE | $23,000 | $7,111+223.4% | $6,710+242.8% | $5,851+293.1% |
| Admin fee / account holder | $1,232 | $12,126-89.8% | $10,265-88.0% | $11,601-89.4% |