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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 | $181,462 | $155,555+16.7% | $146,866+23.6% | $155,188+16.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 6.38% | 115.41%-109.0pp | 102.85%-96.5pp | 148.84%-142.5pp |
| Employer contribution / active EE | $1,103 | $4,647-76.3% | $4,425-75.1% | $4,248-74.0% |
| Participant deferral / active EE | $20,667 | $8,044+156.9% | $7,759+166.3% | $6,531+216.4% |
| Admin fee / account holder | $8,059 | $14,755-45.4% | $13,620-40.8% | $14,480-44.3% |