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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 | $178,174-36.1% | $156,181-27.1% | $137,256-17.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 8.39% | 84.19%-75.8pp | 64.87%-56.5pp | 220.34%-211.9pp |
| Employer contribution / active EE | $5,900 | $4,972+18.7% | $4,294+37.4% | $4,156+42.0% |
| Participant deferral / active EE | $24,342 | $6,888+253.4% | $6,132+297.0% | $6,407+279.9% |
| Admin fee / account holder | $753 | $17,404-95.7% | $14,586-94.8% | $12,270-93.9% |