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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 | $135,244 | $178,174-24.1% | $156,181-13.4% | $137,256-1.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 8.20% | 84.19%-76.0pp | 64.87%-56.7pp | 220.34%-212.1pp |
| Employer contribution / active EE | $5,741 | $4,972+15.5% | $4,294+33.7% | $4,156+38.1% |
| Participant deferral / active EE | $14,736 | $6,888+113.9% | $6,132+140.3% | $6,407+130.0% |
| Admin fee / account holder | $926 | $17,404-94.7% | $14,586-93.7% | $12,270-92.5% |