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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 | $119,244 | $115,225+3.5% | $100,712+18.4% | $138,895-14.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 4.65% | 40.35%-35.7pp | 33.27%-28.6pp | 145.39%-140.7pp |
| Employer contribution / active EE | $3,333 | $2,771+20.3% | $2,313+44.1% | $4,194-20.5% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $892 | $10,844-91.8% | $9,256-90.4% | $12,562-92.9% |