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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 | $81,468 | $211,105-61.4% | $178,449-54.3% | $145,978-44.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.24% | 30.19%-22.9pp | 27.09%-19.8pp | 550.52%-543.3pp |
| Employer contribution / active EE | $6,660 | $4,569+45.8% | $3,951+68.6% | $4,662+42.9% |
| Participant deferral / active EE | $19,863 | $6,959+185.4% | $6,277+216.5% | $6,690+196.9% |
| Admin fee / account holder | $546 | $12,017-95.5% | $10,362-94.7% | $13,400-95.9% |