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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 | $58,814 | $156,398-62.4% | $147,318-60.1% | $138,895-57.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 7.51% | 78.75%-71.2pp | 70.43%-62.9pp | 145.39%-137.9pp |
| Employer contribution / active EE | $20,202 | $4,853+316.3% | $4,593+339.9% | $4,194+381.7% |
| Participant deferral / active EE | $13,144 | $8,237+59.6% | $7,906+66.3% | $6,396+105.5% |
| Admin fee / account holder | $53,944 | $14,976+260.2% | $13,708+293.5% | $12,562+329.4% |