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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 | $38,709 | $183,516-78.9% | $155,534-75.1% | $145,884-73.5% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 8.44% | 61.43%-53.0pp | 64.92%-56.5pp | 551.85%-543.4pp |
| Employer contribution / active EE | $1,698 | $5,315-68.0% | $4,675-63.7% | $4,662-63.6% |
| Participant deferral / active EE | $8,553 | $6,467+32.3% | $5,630+51.9% | $6,690+27.9% |
| Admin fee / account holder | $334 | $19,293-98.3% | $15,900-97.9% | $13,392-97.5% |