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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 | $156,398-44.1% | $147,318-40.6% | $138,895-37.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.95% | 78.75%-67.8pp | 70.43%-59.5pp | 145.39%-134.4pp |
| Employer contribution / active EE | $5,069 | $4,853+4.5% | $4,593+10.4% | $4,194+20.9% |
| Participant deferral / active EE | $3,278 | $8,237-60.2% | $7,906-58.5% | $6,396-48.8% |
| Admin fee / account holder | $5,792 | $14,976-61.3% | $13,708-57.7% | $12,562-53.9% |