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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 | $95,796 | $165,381-42.1% | $149,730-36.0% | $158,966-39.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.59% | 348.29%-340.7pp | 276.70%-269.1pp | 302.95%-295.4pp |
| Employer contribution / active EE | $10,516 | $5,104+106.0% | $4,645+126.4% | $4,762+120.8% |
| Participant deferral / active EE | $11,700 | $7,182+62.9% | $6,843+71.0% | $5,983+95.6% |
| Admin fee / account holder | $433 | $10,809-96.0% | $9,310-95.3% | $11,250-96.2% |