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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 | $137,282 | $156,398-12.2% | $147,318-6.8% | $138,895-1.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.26% | 78.75%-69.5pp | 70.43%-61.2pp | 145.39%-136.1pp |
| Employer contribution / active EE | $2,778 | $4,853-42.8% | $4,593-39.5% | $4,194-33.8% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,840 | $14,976-87.7% | $13,708-86.6% | $12,562-85.3% |