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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 | $37,624 | $162,136-76.8% | $152,301-75.3% | $154,746-75.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.03% | 91.02%-81.0pp | 80.50%-70.5pp | 172.34%-162.3pp |
| Employer contribution / active EE | $4,563 | $4,890-6.7% | $4,624-1.3% | $4,379+4.2% |
| Participant deferral / active EE | $9,695 | $8,341+16.2% | $8,004+21.1% | $6,730+44.0% |
| Admin fee / account holder | $32,562 | $15,759+106.6% | $14,398+126.2% | $14,365+126.7% |