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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 | $73,619 | $174,379-57.8% | $152,093-51.6% | $138,895-47.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.12% | 74.86%-64.7pp | 66.36%-56.2pp | 145.39%-135.3pp |
| Employer contribution / active EE | $7,907 | $4,652+70.0% | $4,175+89.4% | $4,194+88.5% |
| Participant deferral / active EE | $4,566 | $6,159-25.9% | $5,451-16.2% | $6,396-28.6% |
| Admin fee / account holder | $48,677 | $16,880+188.4% | $14,497+235.8% | $12,562+287.5% |