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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 | $139,664 | $174,379-19.9% | $152,093-8.2% | $138,895+0.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.65% | 74.86%-64.2pp | 66.36%-55.7pp | 145.39%-134.7pp |
| Employer contribution / active EE | $5,110 | $4,652+9.8% | $4,175+22.4% | $4,194+21.8% |
| Participant deferral / active EE | $2,564 | $6,159-58.4% | $5,451-53.0% | $6,396-59.9% |
| Admin fee / account holder | $726 | $16,880-95.7% | $14,497-95.0% | $12,562-94.2% |