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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 | $76,536 | $154,228-50.4% | $145,433-47.4% | $137,256-44.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.21% | 74.59%-68.4pp | 66.58%-60.4pp | 220.34%-214.1pp |
| Employer contribution / active EE | $6,289 | $4,804+30.9% | $4,554+38.1% | $4,156+51.3% |
| Participant deferral / active EE | $13,995 | $8,216+70.3% | $7,897+77.2% | $6,407+118.4% |
| Admin fee / account holder | $564 | $14,344-96.1% | $13,129-95.7% | $12,270-95.4% |