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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 | $138,285 | $111,814+23.7% | $103,378+33.8% | $145,978-5.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.23% | 24.80%-16.6pp | 24.91%-16.7pp | 550.52%-542.3pp |
| Employer contribution / active EE | $3,388 | $4,215-19.6% | $3,870-12.5% | $4,662-27.3% |
| Participant deferral / active EE | $2,698 | $5,618-52.0% | $5,058-46.7% | $6,690-59.7% |
| Admin fee / account holder | $1,729 | $9,764-82.3% | $8,401-79.4% | $13,400-87.1% |