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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 | $68,321 | $156,398-56.3% | $147,318-53.6% | $138,895-50.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.67% | 78.75%-68.1pp | 70.43%-59.8pp | 145.39%-134.7pp |
| Employer contribution / active EE | $2,803 | $4,853-42.3% | $4,593-39.0% | $4,194-33.2% |
| Participant deferral / active EE | $12,734 | $8,237+54.6% | $7,906+61.1% | $6,396+99.1% |
| Admin fee / account holder | $71,398 | $14,976+376.8% | $13,708+420.9% | $12,562+468.4% |