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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 | $170,669 | $90,674+88.2% | $96,707+76.5% | $82,448+107.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 80.4%+19.6pp | 68.1%+31.9pp |
| Annual return | 9.94% | 49.05%-39.1pp | 34.78%-24.8pp | 41.64%-31.7pp |
| Employer contribution / active EE | $4,328 | $3,975+8.9% | $4,191+3.3% | $2,551+69.7% |
| Participant deferral / active EE | $7,269 | $5,696+27.6% | $5,997+21.2% | $4,139+75.6% |
| Admin fee / account holder | $1,605 | $7,568-78.8% | $7,503-78.6% | $7,234-77.8% |