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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 | $40,502 | $154,228-73.7% | $145,433-72.2% | $137,256-70.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.75% | 74.59%-63.8pp | 66.58%-55.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,845 | $4,804-61.6% | $4,554-59.5% | $4,156-55.6% |
| Participant deferral / active EE | $7,273 | $8,216-11.5% | $7,897-7.9% | $6,407+13.5% |
| Admin fee / account holder | $7,908 | $14,344-44.9% | $13,129-39.8% | $12,270-35.6% |