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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 | $30,501 | $154,228-80.2% | $145,433-79.0% | $137,256-77.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.00% | 74.59%-63.6pp | 66.58%-55.6pp | 220.34%-209.3pp |
| Employer contribution / active EE | $8,104 | $4,804+68.7% | $4,554+77.9% | $4,156+95.0% |
| Participant deferral / active EE | $12,390 | $8,216+50.8% | $7,897+56.9% | $6,407+93.4% |
| Admin fee / account holder | $26,715 | $14,344+86.2% | $13,129+103.5% | $12,270+117.7% |