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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 | $84,882 | $156,398-45.7% | $147,318-42.4% | $138,895-38.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.84% | 78.75%-67.9pp | 70.43%-59.6pp | 145.39%-134.6pp |
| Employer contribution / active EE | $7,397 | $4,853+52.4% | $4,593+61.1% | $4,194+76.4% |
| Participant deferral / active EE | $18,167 | $8,237+120.5% | $7,906+129.8% | $6,396+184.0% |
| Admin fee / account holder | $696 | $14,976-95.4% | $13,708-94.9% | $12,562-94.5% |