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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 | $44,661 | $201,344-77.8% | $184,243-75.8% | $145,877-69.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.14% | 29.01%-19.9pp | 28.82%-19.7pp | 551.28%-542.1pp |
| Employer contribution / active EE | $5,777 | $7,022-17.7% | $6,427-10.1% | $4,663+23.9% |
| Participant deferral / active EE | $4,945 | $9,807-49.6% | $9,132-45.9% | $6,691-26.1% |
| Admin fee / account holder | $13,433 | $16,382-18.0% | $13,914-3.5% | $13,402+0.2% |