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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 | $57,955 | $154,228-62.4% | $145,433-60.2% | $137,256-57.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.15% | 74.59%-62.4pp | 66.58%-54.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $4,155 | $4,804-13.5% | $4,554-8.8% | $4,1560% |
| Participant deferral / active EE | $10,595 | $8,216+28.9% | $7,897+34.2% | $6,407+65.4% |
| Admin fee / account holder | $11,067 | $14,344-22.8% | $13,129-15.7% | $12,270-9.8% |