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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 | $39,714 | $201,344-80.3% | $184,243-78.4% | $145,877-72.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.13% | 29.01%-19.9pp | 28.82%-19.7pp | 551.28%-542.2pp |
| Employer contribution / active EE | $2,733 | $7,022-61.1% | $6,427-57.5% | $4,663-41.4% |
| Participant deferral / active EE | $4,179 | $9,807-57.4% | $9,132-54.2% | $6,691-37.5% |
| Admin fee / account holder | $894 | $16,382-94.5% | $13,914-93.6% | $13,402-93.3% |