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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 | $44,212 | $199,109-77.8% | $173,730-74.6% | $154,746-71.4% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.6%+0.4pp | 80.7%-0.7pp |
| Annual return | 6.98% | 20.02%-13.0pp | 19.96%-13.0pp | 172.34%-165.4pp |
| Employer contribution / active EE | $15,580 | $5,311+193.3% | $4,577+240.4% | $4,379+255.8% |
| Participant deferral / active EE | $8,933 | $7,113+25.6% | $6,326+41.2% | $6,730+32.7% |
| Admin fee / account holder | $336 | $20,916-98.4% | $17,523-98.1% | $14,365-97.7% |