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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 | $72,245 | $156,398-53.8% | $147,318-51.0% | $138,895-48.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.16% | 78.75%-68.6pp | 70.43%-60.3pp | 145.39%-135.2pp |
| Employer contribution / active EE | $2,705 | $4,853-44.3% | $4,593-41.1% | $4,194-35.5% |
| Participant deferral / active EE | $7,702 | $8,237-6.5% | $7,906-2.6% | $6,396+20.4% |
| Admin fee / account holder | $1,135 | $14,976-92.4% | $13,708-91.7% | $12,562-91.0% |