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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 | $109,316 | $154,228-29.1% | $145,433-24.8% | $137,256-20.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.27% | 74.59%-66.3pp | 66.58%-58.3pp | 220.34%-212.1pp |
| Employer contribution / active EE | $2,274 | $4,804-52.7% | $4,554-50.1% | $4,156-45.3% |
| Participant deferral / active EE | $4,947 | $8,216-39.8% | $7,897-37.4% | $6,407-22.8% |
| Admin fee / account holder | $1,219 | $14,344-91.5% | $13,129-90.7% | $12,270-90.1% |