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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 | $55,015 | $148,623-63.0% | $135,974-59.5% | $139,466-60.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.73% | 79.30%-67.6pp | 68.30%-56.6pp | 373.66%-361.9pp |
| Employer contribution / active EE | $3,415 | $5,246-34.9% | $4,859-29.7% | $4,754-28.2% |
| Participant deferral / active EE | $9,000 | $8,103+11.1% | $7,760+16.0% | $6,712+34.1% |
| Admin fee / account holder | $522 | $12,406-95.8% | $10,767-95.1% | $11,409-95.4% |