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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 | $84,294 | $154,228-45.3% | $145,433-42.0% | $137,256-38.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.72% | 74.59%-63.9pp | 66.58%-55.9pp | 220.34%-209.6pp |
| Employer contribution / active EE | $2,094 | $4,804-56.4% | $4,554-54.0% | $4,156-49.6% |
| Participant deferral / active EE | $2,771 | $8,216-66.3% | $7,897-64.9% | $6,407-56.8% |
| Admin fee / account holder | $1,955 | $14,344-86.4% | $13,129-85.1% | $12,270-84.1% |