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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 | $118,801 | $183,627-35.3% | $155,602-23.7% | $145,978-18.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.36% | 61.32%-53.0pp | 64.81%-56.4pp | 550.52%-542.2pp |
| Employer contribution / active EE | $1,837 | $5,316-65.5% | $4,675-60.7% | $4,662-60.6% |
| Participant deferral / active EE | $6,697 | $6,466+3.6% | $5,629+19.0% | $6,690+0.1% |
| Admin fee / account holder | $13,509 | $19,327-30.1% | $15,923-15.2% | $13,400+0.8% |