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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 | $115,562 | $154,228-25.1% | $145,433-20.5% | $137,256-15.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 1.02% | 74.59%-73.6pp | 66.58%-65.6pp | 220.34%-219.3pp |
| Employer contribution / active EE | $18,991 | $4,804+295.3% | $4,554+317.0% | $4,156+356.9% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $15,143 | $14,344+5.6% | $13,129+15.3% | $12,270+23.4% |