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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 | $87,484 | $154,228-43.3% | $145,433-39.8% | $137,256-36.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.95% | 74.59%-63.6pp | 66.58%-55.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $5,069 | $4,804+5.5% | $4,554+11.3% | $4,156+22.0% |
| Participant deferral / active EE | $3,278 | $8,216-60.1% | $7,897-58.5% | $6,407-48.8% |
| Admin fee / account holder | $5,792 | $14,344-59.6% | $13,129-55.9% | $12,270-52.8% |