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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 | $124,924 | $223,823-44.2% | $211,142-40.8% | $154,746-19.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 9.39% | 50.39%-41.0pp | 46.84%-37.4pp | 172.34%-162.9pp |
| Employer contribution / active EE | $3,624 | $6,787-46.6% | $6,442-43.7% | $4,379-17.2% |
| Participant deferral / active EE | $9,783 | $9,750+0.3% | $9,284+5.4% | $6,730+45.4% |
| Admin fee / account holder | $866 | $19,707-95.6% | $19,076-95.5% | $14,365-94.0% |