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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 | $122,769 | $154,228-20.4% | $145,433-15.6% | $137,256-10.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.14% | 74.59%-63.5pp | 66.58%-55.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $2,545 | $4,804-47.0% | $4,554-44.1% | $4,156-38.8% |
| Participant deferral / active EE | $6,954 | $8,216-15.4% | $7,897-12.0% | $6,407+8.5% |
| Admin fee / account holder | $93,256 | $14,344+550.2% | $13,129+610.3% | $12,270+660.0% |