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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 | $99,649 | $174,379-42.9% | $152,093-34.5% | $138,895-28.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 8.94% | 74.86%-65.9pp | 66.36%-57.4pp | 145.39%-136.5pp |
| Employer contribution / active EE | $10,990 | $4,652+136.3% | $4,175+163.3% | $4,194+162.0% |
| Participant deferral / active EE | $13,550 | $6,159+120.0% | $5,451+148.6% | $6,396+111.8% |
| Admin fee / account holder | $18,474 | $16,880+9.4% | $14,497+27.4% | $12,562+47.1% |