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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 | $67,118 | $156,398-57.1% | $147,318-54.4% | $138,895-51.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.52% | 78.75%-69.2pp | 70.43%-60.9pp | 145.39%-135.9pp |
| Employer contribution / active EE | $1,545 | $4,853-68.2% | $4,593-66.4% | $4,194-63.2% |
| Participant deferral / active EE | $4,644 | $8,237-43.6% | $7,906-41.3% | $6,396-27.4% |
| Admin fee / account holder | $37,184 | $14,976+148.3% | $13,708+171.3% | $12,562+196.0% |