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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 | $96,213 | $156,398-38.5% | $147,318-34.7% | $138,895-30.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.69% | 78.75%-69.1pp | 70.43%-60.7pp | 145.39%-135.7pp |
| Employer contribution / active EE | $3,395 | $4,853-30.0% | $4,593-26.1% | $4,194-19.1% |
| Participant deferral / active EE | $19,940 | $8,237+142.1% | $7,906+152.2% | $6,396+211.8% |
| Admin fee / account holder | $65,763 | $14,976+339.1% | $13,708+379.8% | $12,562+423.5% |