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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 | $54,337 | $212,386-74.4% | $199,883-72.8% | $138,895-60.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 8.71% | 47.75%-39.0pp | 43.81%-35.1pp | 145.39%-136.7pp |
| Employer contribution / active EE | $4,869 | $6,625-26.5% | $6,261-22.2% | $4,194+16.1% |
| Participant deferral / active EE | $5,740 | $9,617-40.3% | $9,138-37.2% | $6,396-10.3% |
| Admin fee / account holder | $15,674 | $18,233-14.0% | $17,268-9.2% | $12,562+24.8% |