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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 | $113,785 | $199,109-42.9% | $173,730-34.5% | $154,746-26.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 8.39% | 20.02%-11.6pp | 19.96%-11.6pp | 172.34%-163.9pp |
| Employer contribution / active EE | $5,900 | $5,311+11.1% | $4,577+28.9% | $4,379+34.7% |
| Participant deferral / active EE | $24,342 | $7,113+242.2% | $6,326+284.8% | $6,730+261.7% |
| Admin fee / account holder | $753 | $20,916-96.4% | $17,523-95.7% | $14,365-94.8% |