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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 | $29,154 | $154,228-81.1% | $145,433-80.0% | $137,256-78.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 5.38% | 74.59%-69.2pp | 66.58%-61.2pp | 220.34%-215.0pp |
| Employer contribution / active EE | $7,365 | $4,804+53.3% | $4,554+61.7% | $4,156+77.2% |
| Participant deferral / active EE | $8,256 | $8,216+0.5% | $7,897+4.5% | $6,407+28.9% |
| Admin fee / account holder | $46,376 | $14,344+223.3% | $13,129+253.2% | $12,270+278.0% |