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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 | $156,398-62.9% | $147,318-60.7% | $138,895-58.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.15% | 78.75%-66.6pp | 70.43%-58.3pp | 145.39%-133.2pp |
| Employer contribution / active EE | $4,155 | $4,853-14.4% | $4,593-9.5% | $4,194-0.9% |
| Participant deferral / active EE | $10,595 | $8,237+28.6% | $7,906+34.0% | $6,396+65.6% |
| Admin fee / account holder | $11,067 | $14,976-26.1% | $13,708-19.3% | $12,562-11.9% |