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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 | $60,879 | $212,386-71.3% | $199,883-69.5% | $138,895-56.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 10.49% | 47.75%-37.3pp | 43.81%-33.3pp | 145.39%-134.9pp |
| Employer contribution / active EE | $3,674 | $6,625-44.5% | $6,261-41.3% | $4,194-12.4% |
| Participant deferral / active EE | $6,085 | $9,617-36.7% | $9,138-33.4% | $6,396-4.9% |
| Admin fee / account holder | $633 | $18,233-96.5% | $17,268-96.3% | $12,562-95.0% |