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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 | $99,893 | $201,372-50.4% | $184,260-45.8% | $145,884-31.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.34% | 29.04%-21.7pp | 28.84%-21.5pp | 551.85%-544.5pp |
| Employer contribution / active EE | $2,857 | $7,024-59.3% | $6,427-55.5% | $4,662-38.7% |
| Participant deferral / active EE | $4,833 | $9,808-50.7% | $9,133-47.1% | $6,690-27.8% |
| Admin fee / account holder | $999 | $16,362-93.9% | $13,898-92.8% | $13,392-92.5% |