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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 | $27,731 | $154,228-82.0% | $145,433-80.9% | $137,256-79.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.50% | 74.59%-64.1pp | 66.58%-56.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $11,559 | $4,804+140.6% | $4,554+153.8% | $4,156+178.1% |
| Participant deferral / active EE | $48,197 | $8,216+486.6% | $7,897+510.3% | $6,407+652.3% |
| Admin fee / account holder | $6,400 | $14,344-55.4% | $13,129-51.3% | $12,270-47.8% |