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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 | $20,364 | $154,228-86.8% | $145,433-86.0% | $137,256-85.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.52% | 74.59%-65.1pp | 66.58%-57.1pp | 220.34%-210.8pp |
| Employer contribution / active EE | $2,702 | $4,804-43.8% | $4,554-40.7% | $4,156-35.0% |
| Participant deferral / active EE | $3,503 | $8,216-57.4% | $7,897-55.6% | $6,407-45.3% |
| Admin fee / account holder | $4,025 | $14,344-71.9% | $13,129-69.3% | $12,270-67.2% |