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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 | $62,036 | $155,555-60.1% | $146,866-57.8% | $155,188-60.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 9.12% | 115.41%-106.3pp | 102.85%-93.7pp | 148.84%-139.7pp |
| Employer contribution / active EE | $3,556 | $4,647-23.5% | $4,425-19.6% | $4,248-16.3% |
| Participant deferral / active EE | $8,061 | $8,044+0.2% | $7,759+3.9% | $6,531+23.4% |
| Admin fee / account holder | $557 | $14,755-96.2% | $13,620-95.9% | $14,480-96.2% |