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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 | $37,602 | $174,379-78.4% | $152,093-75.3% | $138,895-72.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 9.85% | 74.86%-65.0pp | 66.36%-56.5pp | 145.39%-135.5pp |
| Employer contribution / active EE | $6,637 | $4,652+42.7% | $4,175+59.0% | $4,194+58.3% |
| Participant deferral / active EE | $7,361 | $6,159+19.5% | $5,451+35.0% | $6,396+15.1% |
| Admin fee / account holder | $21,177 | $16,880+25.5% | $14,497+46.1% | $12,562+68.6% |