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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 | $114,508 | $178,174-35.7% | $156,181-26.7% | $137,256-16.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 8.45% | 84.19%-75.7pp | 64.87%-56.4pp | 220.34%-211.9pp |
| Employer contribution / active EE | $2,948 | $4,972-40.7% | $4,294-31.4% | $4,156-29.1% |
| Participant deferral / active EE | $4,330 | $6,888-37.1% | $6,132-29.4% | $6,407-32.4% |
| Admin fee / account holder | $1,446 | $17,404-91.7% | $14,586-90.1% | $12,270-88.2% |